Aptus Capital Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Aptus Capital Advisors’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	$361K	Sell	7,201 -140	-2%	-$7.02K	﹤0.01%	883
2026 Q1	$368K	Buy	7,341 +77	+1%	+$3.87K	﹤0.01%	805
2025 Q4	$365K	Buy	7,264 +77	+1%	+$3.87K	﹤0.01%	830
2025 Q3	$361K	Buy	7,187 +80	+1%	+$4.02K	﹤0.01%	797
2025 Q2	$356K	Buy	7,107 +74	+1%	+$3.71K	﹤0.01%	774
2025 Q1	$353K	Sell	7,033 -105	-1%	-$5.27K	﹤0.01%	736
2024 Q4	$358K	Buy	+7,138	New	+$358K	﹤0.01%	727
2023 Q4	–	Sell	-235	Closed	-$11.7K	–	936
2023 Q3	$11.7K	Buy	+235	New	+$11.7K	﹤0.01%	794
2020 Q4	–	Sell	-97	Closed	-$4K	–	492
2020 Q3	$4K	Sell	97 -14	-13%	-$707	﹤0.01%	436
2020 Q2	$5K	Buy	111 +3	+3%	+$150	﹤0.01%	384
2020 Q1	$5K	Sell	108 -294	-73%	-$14.7K	﹤0.01%	377
2019 Q4	$20K	Sell	402 -63	-14%	-$3.18K	﹤0.01%	432
2019 Q3	$23K	Buy	+465	New	+$23.4K	﹤0.01%	421

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

Aptus Capital Advisors's GSY Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Invesco Ultra Short Duration ETF (GSY) stake by 1.9% in Q2 2026, selling an estimated $7.02K and leaving 7,201 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Aptus Capital Advisors first reported a position in GSY in Q3 2019 and has held it in 13 quarters since. The position peaked at $368K in Q1 2026. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Aptus Capital Advisors held 7,201 shares of Invesco Ultra Short Duration ETF worth $361K as of Q2 2026.
Aptus Capital Advisors sold 140 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $7.02K.
Invesco Ultra Short Duration ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #883 holding.
Aptus Capital Advisors first reported a position in Invesco Ultra Short Duration ETF in Q3 2019 and has held it in 13 quarters since.
Aptus Capital Advisors's Invesco Ultra Short Duration ETF position peaked at $368K in Q1 2026.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.