Advocacy Wealth Management Services’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Advocacy Wealth Management Services’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	$5.11M	Sell	101,940 -6,872	-6%	-$345K	0.19%	63
2026 Q1	$5.45M	Buy	108,812 +5,553	+5%	+$279K	0.24%	58
2025 Q4	$5.19M	Sell	103,259 -4,493	-4%	-$226K	0.22%	61
2025 Q3	$5.41M	Sell	107,752 -13,081	-11%	-$657K	0.23%	64
2025 Q2	$6.06M	Buy	120,833 +18,297	+18%	+$917K	0.37%	35
2025 Q1	$5.14M	Buy	102,536 +10,614	+12%	+$532K	0.35%	38
2024 Q4	$4.61M	Sell	91,922 -7,864	-8%	-$394K	0.35%	31
2024 Q3	$5.01M	Sell	99,786 -19,501	-16%	-$977K	0.39%	26
2024 Q2	$5.95M	Sell	119,287 -14,709	-11%	-$734K	0.49%	26
2024 Q1	$6.69M	Sell	133,996 -19,455	-13%	-$971K	0.57%	27
2023 Q4	$7.65M	Buy	153,451 +21,215	+16%	+$1.06M	0.73%	30
2023 Q3	$6.57M	Buy	132,236 +31,450	+31%	+$1.56M	0.73%	20
2023 Q2	$5M	Buy	100,786 +15,081	+18%	+$749K	0.57%	19
2023 Q1	$4.25M	Buy	85,705 +16,290	+23%	+$808K	0.52%	18
2022 Q4	$3.43M	Buy	69,415 +9,103	+15%	+$449K	0.45%	21
2022 Q3	$2.98M	Buy	60,312 +3,682	+7%	+$182K	0.43%	20
2022 Q2	$2.81M	Sell	56,630 -1,102	-2%	-$54.8K	0.45%	19
2022 Q1	$2.87M	Sell	57,732 -17,232	-23%	-$863K	0.5%	20
2021 Q4	$3.77M	Sell	74,964 -3,903	-5%	-$197K	0.63%	16
2021 Q3	$3.98M	Sell	78,867 -372	-0.5%	-$18.8K	0.72%	18
2021 Q2	$4M	Sell	79,239 -33,569	-30%	-$1.7M	0.74%	19
2021 Q1	$5.7M	Sell	112,808 -8,236	-7%	-$416K	1.14%	16
2020 Q4	$6.12M	Sell	121,044 -656	-0.5%	-$33.2K	0.92%	19
2020 Q3	$6.15M	Buy	121,700 +60,693	+99%	+$3.07M	0.99%	18
2020 Q2	$3.08M	Buy	61,007 +40,354	+195%	+$2.02M	0.62%	22
2020 Q1	$1.02M	Sell	20,653 -10,898	-35%	-$546K	0.23%	22
2019 Q4	$1.59M	Buy	+31,551	New	+$1.59M	0.45%	20

Other funds holding GSY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advocacy Wealth Management Services's GSY Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its Invesco Ultra Short Duration ETF (GSY) stake by 6.3% in Q2 2026, selling an estimated $345K and leaving 101,940 shares worth $5.11M. The position accounts for 0.19% of the portfolio, ranked #63.

Advocacy Wealth Management Services first reported a position in GSY in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.65M in Q4 2023. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Advocacy Wealth Management Services held 101,940 shares of Invesco Ultra Short Duration ETF worth $5.11M as of Q2 2026.
Advocacy Wealth Management Services sold 6,872 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $345K.
Invesco Ultra Short Duration ETF made up 0.19% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #63 holding.
Advocacy Wealth Management Services first reported a position in Invesco Ultra Short Duration ETF in Q4 2019 and has held it in 27 quarters since.
Advocacy Wealth Management Services's Invesco Ultra Short Duration ETF position peaked at $7.65M in Q4 2023.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.