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Brown Financial Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Brown Financial 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
Q1 		$2.22M Sell
44,280
-34,394
-44% -$1.73M 0.84% 34
2025
Q4 		$3.95M Buy
78,674
+7,087
+10% +$356K 1.45% 16
2025
Q3 		$3.6M Sell
71,587
-8,346
-10% -$419K 1.33% 19
2025
Q2 		$4.01M Sell
79,933
-16,935
-17% -$849K 1.56% 16
2025
Q1 		$4.86M Buy
96,868
+25,678
+36% +$1.29M 2% 10
2024
Q4 		$3.57M Sell
71,190
-388
-0.5% -$19.5K 1.43% 17
2024
Q3 		$3.59M Buy
71,578
+3,269
+5% +$164K 1.48% 19
2024
Q2 		$3.41M Buy
+68,309
New +$3.41M 1.52% 15

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $3.12B AUM 21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return