Creative Planning
GSY icon

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

Creative Planning’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 		$11.6M Buy
230,688
+93,471
+68% +$4.69M 0.01% 784
2026
Q1 		$6.88M Buy
137,217
+963
+0.7% +$48.4K ﹤0.01% 956
2025
Q4 		$6.85M Sell
136,254
-14,835
-10% -$746K ﹤0.01% 803
2025
Q3 		$7.59M Sell
151,089
-16,946
-10% -$851K 0.01% 677
2025
Q2 		$8.43M Sell
168,035
-9,638
-5% -$483K 0.01% 567
2025
Q1 		$8.9M Sell
177,673
-19,103
-10% -$958K 0.01% 525
2024
Q4 		$9.86M Sell
196,776
-19,722
-9% -$989K 0.01% 449
2024
Q3 		$10.9M Sell
216,498
-8,471
-4% -$425K 0.01% 417
2024
Q2 		$11.2M Sell
224,969
-35,213
-14% -$1.76M 0.01% 382
2024
Q1 		$13M Buy
260,182
+64,651
+33% +$3.23M 0.01% 349
2023
Q4 		$9.75M Sell
195,531
-16,011
-8% -$797K 0.02% 384
2023
Q3 		$10.5M Buy
211,542
+16,808
+9% +$836K 0.01% 346
2023
Q2 		$9.67M Sell
194,734
-11,402
-6% -$567K 0.01% 352
2023
Q1 		$10.2M Sell
206,136
-17,955
-8% -$891K 0.01% 333
2022
Q4 		$11.1M Buy
224,091
+817
+0.4% +$40.3K 0.02% 321
2022
Q3 		$11M Sell
223,274
-91,308
-29% -$4.52M 0.02% 286
2022
Q2 		$15.6M Sell
314,582
-76,292
-20% -$3.79M 0.03% 233
2022
Q1 		$19.5M Buy
390,874
+80,057
+26% +$4.01M 0.03% 207
2021
Q4 		$15.6M Sell
310,817
-326,791
-51% -$16.5M 0.03% 216
2021
Q3 		$32.2M Sell
637,608
-1,377,732
-68% -$69.5M 0.06% 125
2021
Q2 		$102M Buy
+2,015,340
New +$102M 0.18% 56
2020
Q2 		– Sell
-4,583
Closed -$226K – 2064
2020
Q1 		$226K Sell
4,583
-2,146
-32% -$108K ﹤0.01% 1329
2019
Q4 		$339K Buy
+6,729
New +$339K ﹤0.01% 1332

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

Creative Planning's GSY Position: Q2 2026 in Review

Creative Planning increased its Invesco Ultra Short Duration ETF (GSY) stake by 68% in Q2 2026, buying an estimated $4.69M and bringing the position to 230,688 shares worth $11.6M. The position accounts for 0.01% of the portfolio, ranked #784.

Creative Planning first reported a position in GSY in Q4 2019 and has held it in 23 quarters since. The position peaked at $102M in Q2 2021. 299 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Creative Planning held 230,688 shares of Invesco Ultra Short Duration ETF worth $11.6M as of Q2 2026.
  • Creative Planning bought 93,471 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $4.69M.
  • Invesco Ultra Short Duration ETF made up 0.01% of Creative Planning's portfolio in Q2 2026, its #784 holding.
  • Creative Planning first reported a position in Invesco Ultra Short Duration ETF in Q4 2019 and has held it in 23 quarters since.
  • Creative Planning's Invesco Ultra Short Duration ETF position peaked at $102M in Q2 2021.
  • 299 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.