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EdgeRock Capital’s Invesco Ultra Short Duration ETF GSY Stock Holding History

EdgeRock Capital’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
-3,982
Closed -$200K – 130
2025
Q3 		$200K Buy
+3,982
New +$200K 0.06% 121
2025
Q1 		– Sell
-5,864
Closed -$294K – 71
2024
Q4 		$294K Sell
5,864
-787
-12% -$39.5K 0.19% 59
2024
Q3 		$334K Buy
6,651
+2,170
+48% +$109K 0.23% 52
2024
Q2 		$224K Sell
4,481
-87
-2% -$4.34K 0.17% 51
2024
Q1 		$228K Sell
4,568
-496
-10% -$24.8K 0.18% 52
2023
Q4 		$253K Buy
+5,064
New +$252K 0.18% 50

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

EdgeRock Capital's GSY Position: Q4 2025 in Review

EdgeRock Capital sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2025, closing a stake of 3,982 shares — an estimated $200K sold.

EdgeRock Capital first reported a position in GSY in Q4 2023 and held it in 6 quarters. The position peaked at $334K in Q3 2024. 277 funds tracked by Wall St. Rank hold GSY as of Q4 2025.

  • EdgeRock Capital reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2025 after selling out during the quarter.
  • EdgeRock Capital sold 3,982 Invesco Ultra Short Duration ETF shares in Q4 2025, an estimated $200K.
  • EdgeRock Capital first reported a position in Invesco Ultra Short Duration ETF in Q4 2023 and held it in 6 quarters.
  • EdgeRock Capital's Invesco Ultra Short Duration ETF position peaked at $334K in Q3 2024.
  • 277 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2025.

Based on EdgeRock Capital's 13F filing for Q4 2025, filed 14 Jan 2026.