Beacon Capital Management Inc (Ohio)’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q1	$78.2K	Buy	1,560 +876	+128%	+$44K	﹤0.01%	65
2025 Q4	$34.4K	Buy	684 +514	+302%	+$25.8K	﹤0.01%	67
2025 Q3	$8.54K	Buy	+170	New	+$8.54K	﹤0.01%	104
2019 Q3	–	Sell	-8	Closed	–	–	92
2019 Q2	$0	Buy	+8	New	+$403	﹤0.01%	119
2018 Q3	–	Sell	-3,334	Closed	-$168K	–	64
2018 Q2	$168K	Buy	+3,334	New	+$167K	0.01%	27

Other funds holding GSY

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

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

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAAS

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

AWM

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

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

Beacon Capital Management Inc (Ohio)'s GSY Position: Q1 2026 in Review

Beacon Capital Management Inc (Ohio) increased its Invesco Ultra Short Duration ETF (GSY) stake by 128% in Q1 2026, buying an estimated $44K and bringing the position to 1,560 shares worth $78.2K. The position accounts for ﹤0.01% of the portfolio, ranked #65.

Beacon Capital Management Inc (Ohio) first reported a position in GSY in Q2 2018 and has held it in 5 quarters since. The position peaked at $168K in Q2 2018. 293 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

Beacon Capital Management Inc (Ohio) held 1,560 shares of Invesco Ultra Short Duration ETF worth $78.2K as of Q1 2026.
Beacon Capital Management Inc (Ohio) bought 876 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $44K.
Invesco Ultra Short Duration ETF made up ﹤0.01% of Beacon Capital Management Inc (Ohio)'s portfolio in Q1 2026, its #65 holding.
Beacon Capital Management Inc (Ohio) first reported a position in Invesco Ultra Short Duration ETF in Q2 2018 and has held it in 5 quarters since.
Beacon Capital Management Inc (Ohio)'s Invesco Ultra Short Duration ETF position peaked at $168K in Q2 2018.
293 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2026, filed 30 Apr 2026.