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

Beacon Investment 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
2026
Q2 		$5.25M Buy
104,702
+42,930
+69% +$2.15M 0.2% 95
2026
Q1 		$3.1M Sell
61,772
-56,108
-48% -$2.82M 0.13% 105
2025
Q4 		$5.92M Buy
117,880
+47,297
+67% +$2.38M 0.24% 88
2025
Q3 		$3.55M Sell
70,583
-7,271
-9% -$365K 0.15% 97
2025
Q2 		$3.9M Sell
77,854
-11,288
-13% -$566K 0.17% 94
2025
Q1 		$4.47M Sell
89,142
-33,650
-27% -$1.69M 0.21% 91
2024
Q4 		$6.15M Buy
122,792
+59,033
+93% +$2.96M 0.27% 77
2024
Q3 		$3.2M Sell
63,759
-2,725
-4% -$137K 0.13% 104
2024
Q2 		$3.32M Sell
66,484
-32,131
-33% -$1.6M 0.14% 101
2024
Q1 		$4.92M Sell
98,615
-53,625
-35% -$2.68M 0.21% 90
2023
Q4 		$7.59M Buy
152,240
+7,687
+5% +$383K 0.35% 70
2023
Q3 		$7.18M Buy
144,553
+10,125
+8% +$504K 0.35% 70
2023
Q2 		$6.67M Buy
134,428
+28,149
+26% +$1.4M 0.31% 74
2023
Q1 		$5.27M Sell
106,279
-7,214
-6% -$358K 0.26% 79
2022
Q4 		$5.61M Buy
113,493
+13,067
+13% +$645K 0.29% 78
2022
Q3 		$4.96M Buy
100,426
+21,342
+27% +$1.06M 0.27% 77
2022
Q2 		$3.92M Sell
79,084
-759
-1% -$37.7K 0.2% 95
2022
Q1 		$3.98M Buy
79,843
+13,840
+21% +$693K 0.17% 100
2021
Q4 		$3.32M Buy
66,003
+43,812
+197% +$2.21M 0.13% 114
2021
Q3 		$1.12M Sell
22,191
-39,205
-64% -$1.98M 0.05% 160
2021
Q2 		$3.1M Buy
+61,396
New +$3.1M 0.13% 120

Other funds holding GSY

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return