GSY β€” INVESCO ACTIVELY MANAGD ETF

Ownership history in Independent Advisor Alliance  Β·  8 quarters on record

AI Ownership Summary

Independent Advisor Alliance reported INVESCO ACTIVELY MANAGD ETF (GSY) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.24% in 2024 Q4. The latest visible filing shows GSY at 0.01% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GSY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independent Advisor Alliance's position in INVESCO ACTIVELY MANAGD 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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.

GSY stock page Independent Advisor Alliance fund profile Independent Advisor Alliance full holdings
How Independent Advisor Alliance held GSY β€” position size vs. price
% of Fund (quarterly)    GSY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 4,239 -1,392 -24.7% 0.01% $213K 2025-11-04 $49.37
2025 Q2 REDUCED 5,631 -2,385 -29.8% 0.01% $282K 2025-08-11 $48.84
2025 Q1 REDUCED 8,016 -360,370 -97.8% 0.01% $402K 2025-05-12 $48.15
2024 Q4 ADDED 368,386 +360,370 +4495.6% 0.24% $18.5M 2025-02-07 $47.62
2024 Q3 UNCHANGED 8,016 β€” 0% 0.01% $402K 2024-11-13 $47.04
2024 Q2 UNCHANGED 8,016 β€” 0% 0.01% $400K 2024-08-12 $46.40
2024 Q1 REDUCED 8,016 -43,529 -84.4% 0.01% $400K 2024-05-08 $45.57
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding GSY

As of 2026 Q1 β€” sorted by position size

LEGACY SOLUTIONS, LLC 1.67% Fulcrum Equity Management 3Y 7Y 0.66% TruWealth Advisors, LLC 3Y 0.25% CoreCap Advisors, LLC 3Y 0.23% PRIVATE CLIENT SERVICES, LLC 0.17% Octavia Wealth Advisors, LLC 3Y 0.1% BLUELINE ADVISORS LLC 0.08% Dynamic Advisor Solutions LLC 3Y 7Y 0.06% Cutter & CO Brokerage, Inc. 3Y 7Y 0.05% KWB Wealth 3Y 0.04%

FAQ About Independent Advisor Alliance and GSY

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

How long has Independent Advisor Alliance reported owning GSY?

Independent Advisor Alliance reported GSY across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported GSY position in Independent Advisor Alliance's portfolio?

The largest reported portfolio weight for GSY was 0.24% in 2024 Q4.

What is the latest reported GSY position on this page?

The most recent filing on this page is 2025 Q3, when Independent Advisor Alliance reported 4,239 shares, equal to 0.01% of portfolio, with an estimated market value of $213K.

What does the chart on this GSY ownership page compare?

The chart compares Independent Advisor Alliance'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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