CX Institutional
GSY icon

CX Institutional’s Invesco Ultra Short Duration ETF GSY Stock Holding History

CX Institutional’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
Q3 		$10K Hold
199
– – ﹤0.01% 1352
2026
Q2 		$10K Hold
199
– – ﹤0.01% 1290
2026
Q1 		$10K Sell
199
-327
-62% -$16.4K ﹤0.01% 1297
2025
Q4 		$26K Buy
+526
New +$26.4K ﹤0.01% 1073

Other funds holding GSY

Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Randolph Company
Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Wealth Intelligence
Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return
Lake Street Private Wealth
Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

CX Institutional's GSY Position: Q3 2026 in Review

CX Institutional held its Invesco Ultra Short Duration ETF (GSY) position steady in Q3 2026 at 199 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1352.

CX Institutional first reported a position in GSY in Q4 2025 and has held it in 4 quarters since. The position peaked at $26K in Q4 2025. 76 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

  • CX Institutional held 199 shares of Invesco Ultra Short Duration ETF worth $10K as of Q3 2026.
  • CX Institutional left its Invesco Ultra Short Duration ETF share count unchanged in Q3 2026.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1352 holding.
  • CX Institutional first reported a position in Invesco Ultra Short Duration ETF in Q4 2025 and has held it in 4 quarters since.
  • CX Institutional's Invesco Ultra Short Duration ETF position peaked at $26K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.