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Crux Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Crux Wealth Advisors’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 		$250K Buy
+4,984
New +$250K 0.09% 172
2025
Q4 		– Sell
-10,068
Closed -$506K – 184
2025
Q3 		$506K Buy
10,068
+428
+4% +$21.5K 0.2% 115
2025
Q2 		$483K Buy
9,640
+112
+1% +$5.61K 0.21% 115
2025
Q1 		$478K Buy
+9,528
New +$478K 0.25% 110

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

Crux Wealth Advisors's GSY Position: Q2 2026 in Review

Crux Wealth Advisors opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q2 2026: 4,984 shares worth $250K. The stake represents 0.09% of the portfolio and ranks #172 among its holdings. This is a return to the name: Crux Wealth Advisors previously reported a position in GSY as recently as Q3 2025.

Crux Wealth Advisors first reported a position in GSY in Q1 2025 and has held it in 4 quarters since. The position peaked at $506K in Q3 2025. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Crux Wealth Advisors held 4,984 shares of Invesco Ultra Short Duration ETF worth $250K as of Q2 2026.
  • Invesco Ultra Short Duration ETF was a new Crux Wealth Advisors position in Q2 2026.
  • Invesco Ultra Short Duration ETF made up 0.09% of Crux Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Crux Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q1 2025 and has held it in 4 quarters since.
  • Crux Wealth Advisors's Invesco Ultra Short Duration ETF position peaked at $506K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.