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Capital Investment Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Capital Investment 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
Q2 		– Sell
-6,248
Closed -$313K – 798
2026
Q1 		$313K Sell
6,248
-140
-2% -$7.04K ﹤0.01% 604
2025
Q4 		$321K Sell
6,388
-119
-2% -$5.98K ﹤0.01% 583
2025
Q3 		$327K Buy
+6,507
New +$327K 0.01% 567

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Capital Investment Advisors's GSY Position: Q2 2026 in Review

Capital Investment Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2026, closing a stake of 6,248 shares — an estimated $313K sold.

Capital Investment Advisors first reported a position in GSY in Q3 2025 and held it in 3 quarters. The position peaked at $327K in Q3 2025. 302 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Capital Investment Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Investment Advisors sold 6,248 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $313K.
  • Capital Investment Advisors first reported a position in Invesco Ultra Short Duration ETF in Q3 2025 and held it in 3 quarters.
  • Capital Investment Advisors's Invesco Ultra Short Duration ETF position peaked at $327K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.