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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Invesco Ultra Short Duration ETF GSY Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio GSY Stock Details GSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$508K Buy
+10,126
New +$508K 0.3% 61

Other funds holding GSY

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's GSY Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q2 2026: 10,126 shares worth $508K. The stake represents 0.3% of the portfolio and ranks #61 among its holdings.

200 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV held 10,126 shares of Invesco Ultra Short Duration ETF worth $508K as of Q2 2026.
  • Invesco Ultra Short Duration ETF was a new FIG FINANCIAL ADVISORY SERVICES INC /ADV position in Q2 2026.
  • Invesco Ultra Short Duration ETF made up 0.3% of FIG FINANCIAL ADVISORY SERVICES INC /ADV's portfolio in Q2 2026, its #61 holding.
  • 200 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.