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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
Q3 		$5.81M Buy
116,454
+11,752
+11% +$589K 0.22% 89
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

JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FF
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return

Beacon Investment Advisory Services's GSY Position: Q3 2026 in Review

Beacon Investment Advisory Services increased its Invesco Ultra Short Duration ETF (GSY) stake by 11% in Q3 2026, buying an estimated $589K and bringing the position to 116,454 shares worth $5.81M. The position accounts for 0.22% of the portfolio, ranked #89.

Beacon Investment Advisory Services first reported a position in GSY in Q2 2021 and has held it in 22 quarters since. The position peaked at $7.59M in Q4 2023. 30 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

  • Beacon Investment Advisory Services held 116,454 shares of Invesco Ultra Short Duration ETF worth $5.81M as of Q3 2026.
  • Beacon Investment Advisory Services bought 11,752 Invesco Ultra Short Duration ETF shares in Q3 2026, an estimated $589K.
  • Invesco Ultra Short Duration ETF made up 0.22% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #89 holding.
  • Beacon Investment Advisory Services first reported a position in Invesco Ultra Short Duration ETF in Q2 2021 and has held it in 22 quarters since.
  • Beacon Investment Advisory Services's Invesco Ultra Short Duration ETF position peaked at $7.59M in Q4 2023.
  • 30 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.