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Chicago Partners Investment Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Chicago Partners Investment Group’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 		$356K Sell
7,107
-148
-2% -$7.42K 0.01% 1160
2026
Q1 		$364K Buy
7,255
+345
+5% +$17.3K 0.01% 1044
2025
Q4 		$347K Buy
6,910
+841
+14% +$42.3K 0.01% 953
2025
Q3 		$305K Sell
6,069
-7,645
-56% -$384K 0.01% 940
2025
Q2 		$687K Buy
13,714
+44
+0.3% +$2.21K 0.02% 487
2025
Q1 		$685K Sell
13,670
-1,755
-11% -$88K 0.02% 436
2024
Q4 		$774K Buy
15,425
+862
+6% +$43.2K 0.03% 399
2024
Q3 		$729K Sell
14,563
-651
-4% -$32.6K 0.03% 395
2024
Q2 		$761K Buy
15,214
+93
+0.6% +$4.64K 0.03% 376
2024
Q1 		$753K Buy
15,121
+2,260
+18% +$113K 0.03% 366
2023
Q4 		$641K Buy
12,861
+1,152
+10% +$57.4K 0.03% 369
2023
Q3 		$581K Buy
11,709
+15
+0.1% +$746 0.03% 374
2023
Q2 		$582K Sell
11,694
-690
-6% -$34.3K 0.03% 383
2023
Q1 		$615K Buy
12,384
+78
+0.6% +$3.87K 0.04% 339
2022
Q4 		$611K Buy
12,306
+110
+0.9% +$5.43K 0.04% 329
2022
Q3 		$601K Sell
12,196
-1,225
-9% -$60.7K 0.04% 305
2022
Q2 		$666K Sell
13,421
-996
-7% -$49.5K 0.05% 288
2022
Q1 		$716K Sell
14,417
-2,073
-13% -$104K 0.05% 247
2021
Q4 		$825K Sell
16,490
-1,655
-9% -$83.3K 0.06% 251
2021
Q3 		$914K Buy
18,145
+3,863
+27% +$195K 0.06% 236
2021
Q2 		$721K Buy
14,282
+9,641
+208% +$487K 0.05% 263
2021
Q1 		$234K Buy
+4,641
New +$235K 0.02% 454

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

Chicago Partners Investment Group's GSY Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Invesco Ultra Short Duration ETF (GSY) stake by 2% in Q2 2026, selling an estimated $7.42K and leaving 7,107 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #1160.

Chicago Partners Investment Group first reported a position in GSY in Q1 2021 and has held it in 22 quarters since. The position peaked at $914K in Q3 2021. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Chicago Partners Investment Group held 7,107 shares of Invesco Ultra Short Duration ETF worth $356K as of Q2 2026.
  • Chicago Partners Investment Group sold 148 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $7.42K.
  • Invesco Ultra Short Duration ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1160 holding.
  • Chicago Partners Investment Group first reported a position in Invesco Ultra Short Duration ETF in Q1 2021 and has held it in 22 quarters since.
  • Chicago Partners Investment Group's Invesco Ultra Short Duration ETF position peaked at $914K in Q3 2021.
  • 298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.