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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
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 $377B 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 $530B 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 $666B 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

Capital Investment Advisors's GSY Position: Q1 2026 in Review

Capital Investment Advisors reduced its Invesco Ultra Short Duration ETF (GSY) stake by 2.2% in Q1 2026, selling an estimated $7.04K and leaving 6,248 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Capital Investment Advisors first reported a position in GSY in Q3 2025 and has held it in 3 quarters since. The position peaked at $327K in Q3 2025. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Capital Investment Advisors held 6,248 shares of Invesco Ultra Short Duration ETF worth $313K as of Q1 2026.
  • Capital Investment Advisors sold 140 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $7.04K.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #604 holding.
  • Capital Investment Advisors first reported a position in Invesco Ultra Short Duration ETF in Q3 2025 and has held it in 3 quarters since.
  • Capital Investment Advisors's Invesco Ultra Short Duration ETF position peaked at $327K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.