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Eight 31 Financial’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Eight 31 Financial’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
Q1 		– Sell
-21,428
Closed -$1.07M – 69
2024
Q4 		$1.07M Buy
21,428
+569
+3% +$28.5K 0.81% 23
2024
Q3 		$1.05M Buy
20,859
+1,065
+5% +$53.4K 0.81% 22
2024
Q2 		$988K Sell
19,794
-103
-0.5% -$5.14K 0.75% 26
2024
Q1 		$993K Buy
19,897
+2,519
+14% +$126K 0.62% 30
2023
Q4 		$867K Buy
+17,378
New +$866K 0.53% 39

Other funds holding GSY

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Eight 31 Financial's GSY Position: Q1 2025 in Review

Eight 31 Financial sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2025, closing a stake of 21,428 shares — an estimated $1.07M sold.

Eight 31 Financial first reported a position in GSY in Q4 2023 and held it in 5 quarters. The position peaked at $1.07M in Q4 2024. 261 funds tracked by Wall St. Rank hold GSY as of Q1 2025.

  • Eight 31 Financial reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2025 after selling out during the quarter.
  • Eight 31 Financial sold 21,428 Invesco Ultra Short Duration ETF shares in Q1 2025, an estimated $1.07M.
  • Eight 31 Financial first reported a position in Invesco Ultra Short Duration ETF in Q4 2023 and held it in 5 quarters.
  • Eight 31 Financial's Invesco Ultra Short Duration ETF position peaked at $1.07M in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2025.

Based on Eight 31 Financial's 13F filing for Q1 2025, filed 15 May 2025.