CIBC Private Wealth Group
GSY icon

CIBC Private Wealth Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$866K Sell
17,235
-20
-0.1% -$1.01K ﹤0.01% 737
2025
Q3 		$867K Hold
17,255
– – ﹤0.01% 729
2025
Q2 		$865K Hold
17,255
– – ﹤0.01% 697
2025
Q1 		$864K Hold
17,255
– – ﹤0.01% 672
2024
Q4 		$865K Hold
17,255
– – ﹤0.01% 727
2024
Q3 		$866K Hold
17,255
– – ﹤0.01% 720
2024
Q2 		$863K Sell
17,255
-400
-2% -$20K ﹤0.01% 692
2024
Q1 		$881K Sell
17,655
-750
-4% -$37.4K ﹤0.01% 697
2023
Q4 		$918K Sell
18,405
-930
-5% -$46.3K ﹤0.01% 649
2023
Q3 		$961K Buy
19,335
+3,775
+24% +$188K ﹤0.01% 615
2023
Q2 		$772K Hold
15,560
– – ﹤0.01% 632
2023
Q1 		$772K Hold
15,560
– – ﹤0.01% 646
2022
Q4 		$770 Hold
15,560
– – ﹤0.01% 783
2022
Q3 		$769K Hold
15,560
– – ﹤0.01% 641
2022
Q2 		$771K Hold
15,560
– – ﹤0.01% 642
2022
Q1 		$775K Hold
15,560
– – ﹤0.01% 674
2021
Q4 		$782K Buy
+15,560
New +$784K ﹤0.01% 692
2021
Q3 		– Sell
-13,950
Closed -$704K – 970
2021
Q2 		$704K Buy
13,950
+1,500
+12% +$75.7K ﹤0.01% 731
2021
Q1 		$628K Hold
12,450
– – ﹤0.01% 760
2020
Q4 		$630K Buy
12,450
+250
+2% +$12.6K ﹤0.01% 732
2020
Q3 		$615K Buy
+12,200
New +$616K ﹤0.01% 651
2020
Q2 		– Sell
-9,000
Closed -$444K – 675
2020
Q1 		$444K Buy
+9,000
New +$451K ﹤0.01% 651

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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

CIBC Private Wealth Group's GSY Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Invesco Ultra Short Duration ETF (GSY) stake by 0.12% in Q4 2025, selling an estimated $1.01K and leaving 17,235 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

CIBC Private Wealth Group first reported a position in GSY in Q1 2020 and has held it in 22 quarters since. The position peaked at $961K in Q3 2023. 277 funds tracked by Wall St. Rank hold GSY as of Q4 2025.

  • CIBC Private Wealth Group held 17,235 shares of Invesco Ultra Short Duration ETF worth $866K as of Q4 2025.
  • CIBC Private Wealth Group sold 20 Invesco Ultra Short Duration ETF shares in Q4 2025, an estimated $1.01K.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #737 holding.
  • CIBC Private Wealth Group first reported a position in Invesco Ultra Short Duration ETF in Q1 2020 and has held it in 22 quarters since.
  • CIBC Private Wealth Group's Invesco Ultra Short Duration ETF position peaked at $961K in Q3 2023.
  • 277 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.