Avantax Advisory Services’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Avantax Advisory 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
2025 Q2	$1.26M	Buy	25,119 +15,818	+170%	+$793K	0.01%	1018
2025 Q1	$466K	Buy	9,301 +2,824	+44%	+$142K	﹤0.01%	1547
2024 Q4	$325K	Buy	6,477 +729	+13%	+$36.6K	﹤0.01%	1730
2024 Q3	$288K	Sell	5,748 -3,651	-39%	-$183K	﹤0.01%	1784
2024 Q2	$469K	Buy	9,399 +2,817	+43%	+$141K	﹤0.01%	1406
2024 Q1	$328K	Buy	+6,582	New	+$329K	﹤0.01%	1248
2021 Q1	–	Sell	-4,008	Closed	-$202K	–	1054
2020 Q4	$202K	Sell	4,008 -90,663	-96%	-$4.58M	﹤0.01%	879
2020 Q3	$4.78M	Buy	+94,671	New	+$4.78M	0.08%	215

Other funds holding GSY

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Avantax Advisory Services's GSY Position: Q2 2025 in Review

Avantax Advisory Services increased its Invesco Ultra Short Duration ETF (GSY) stake by 170% in Q2 2025, buying an estimated $793K and bringing the position to 25,119 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #1018.

Avantax Advisory Services first reported a position in GSY in Q3 2020 and has held it in 8 quarters since. The position peaked at $4.78M in Q3 2020. 264 funds tracked by Wall St. Rank hold GSY as of Q2 2025.

Avantax Advisory Services held 25,119 shares of Invesco Ultra Short Duration ETF worth $1.26M as of Q2 2025.
Avantax Advisory Services bought 15,818 Invesco Ultra Short Duration ETF shares in Q2 2025, an estimated $793K.
Invesco Ultra Short Duration ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1018 holding.
Avantax Advisory Services first reported a position in Invesco Ultra Short Duration ETF in Q3 2020 and has held it in 8 quarters since.
Avantax Advisory Services's Invesco Ultra Short Duration ETF position peaked at $4.78M in Q3 2020.
264 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.