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Concord Wealth Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Concord Wealth Partners’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 		– Sell
-372
Closed -$18.7K – 439
2025
Q4 		$18.7K Hold
372
– – ﹤0.01% 451
2025
Q3 		$18.7K Hold
372
– – ﹤0.01% 466
2025
Q2 		$18.7K Sell
372
-11
-3% -$551 ﹤0.01% 470
2025
Q1 		$19.2K Sell
383
-257
-40% -$12.9K ﹤0.01% 436
2024
Q4 		$32.1K Sell
640
-281
-31% -$14.1K 0.01% 397
2024
Q3 		$46.2K Hold
921
– – 0.01% 349
2024
Q2 		$46K Hold
921
– – 0.01% 321
2024
Q1 		$45.9K Buy
+921
New +$46K 0.01% 364
2022
Q1 		– Sell
-395
Closed -$20K – 1320
2021
Q4 		$20K Buy
+395
New +$19.9K ﹤0.01% 644

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