GSY β€” INVESCO ACTIVELY MANAGED ETF

Ownership history in EdgeRock Capital LLC  Β·  6 quarters on record

AI Ownership Summary

EdgeRock Capital LLC reported INVESCO ACTIVELY MANAGED ETF (GSY) in 6 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.23% in 2024 Q3. The latest visible filing shows GSY at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GSY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EdgeRock Capital LLC's position in INVESCO ACTIVELY MANAGED ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GSY was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EdgeRock Capital LLC held GSY β€” position size vs. price
% of Fund (quarterly)    GSY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 3,982 -1,882 -32.1% 0.06% $200K 2025-10-28 $49.36
2024 Q4 REDUCED 5,864 -787 -11.8% 0.19% $294K 2025-02-04 $47.59
2024 Q3 ADDED 6,651 +2,170 +48.4% 0.23% $334K 2024-10-15 $46.88
2024 Q2 REDUCED 4,481 -87 -1.9% 0.17% $224K 2024-07-24 $46.19
2024 Q1 REDUCED 4,568 -496 -9.8% 0.18% $228K 2024-05-15 $45.66
2023 Q4 INITIATED 5,064 β€” β€” 0.18% $253K 2024-02-06 $44.98

🏒 Other funds also holding GSY

As of 2026 Q1 β€” sorted by position size

Fulcrum Equity Management 3Y 7Y 0.66% Noble Wealth Management PBC 0.01%

FAQ About EdgeRock Capital LLC and GSY

These are the practical questions this page is built to answer before you even open the full history table.

How long has EdgeRock Capital LLC reported owning GSY?

EdgeRock Capital LLC reported GSY across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported GSY position in EdgeRock Capital LLC's portfolio?

The largest reported portfolio weight for GSY was 0.23% in 2024 Q3.

What is the latest reported GSY position on this page?

The most recent filing on this page is 2025 Q3, when EdgeRock Capital LLC reported 3,982 shares, equal to 0.06% of portfolio, with an estimated market value of $200K.

What does the chart on this GSY ownership page compare?

The chart compares EdgeRock Capital LLC's quarterly GSY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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