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Creative Financial Designs’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Creative Financial Designs’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 		– Sell
-436
Closed -$21.9K – 2109
2025
Q3 		$21.9K Buy
436
+269
+161% +$13.5K ﹤0.01% 1121
2025
Q2 		$8.37K Buy
+167
New +$8.37K ﹤0.01% 1389
2020
Q4 		– Sell
-185
Closed -$9K – 1258
2020
Q3 		$9K Buy
185
+1
+0.5% +$51 ﹤0.01% 818
2020
Q2 		$9K Buy
+184
New +$9.22K ﹤0.01% 767

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

Creative Financial Designs's GSY Position: Q4 2025 in Review

Creative Financial Designs sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2025, closing a stake of 436 shares — an estimated $21.9K sold.

Creative Financial Designs first reported a position in GSY in Q2 2020 and held it in 4 quarters. The position peaked at $21.9K in Q3 2025. 277 funds tracked by Wall St. Rank hold GSY as of Q4 2025.

  • Creative Financial Designs reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Financial Designs sold 436 Invesco Ultra Short Duration ETF shares in Q4 2025, an estimated $21.9K.
  • Creative Financial Designs first reported a position in Invesco Ultra Short Duration ETF in Q2 2020 and held it in 4 quarters.
  • Creative Financial Designs's Invesco Ultra Short Duration ETF position peaked at $21.9K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2025.

Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.