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Financial Advocates Investment Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-5,286
Closed -$265K – 278
2025
Q2 		$265K Sell
5,286
-1,442
-21% -$72.3K 0.02% 526
2025
Q1 		$337K Hold
6,728
– – 0.02% 532
2024
Q4 		$337K Sell
6,728
-237
-3% -$11.9K 0.02% 566
2024
Q3 		$350K Sell
6,965
-1,275
-15% -$63.9K 0.02% 563
2024
Q2 		$411K Sell
8,240
-459
-5% -$22.9K 0.03% 483
2024
Q1 		$434K Buy
8,699
+228
+3% +$11.4K 0.03% 489
2023
Q4 		$423K Hold
8,471
– – 0.03% 463
2023
Q3 		$421K Sell
8,471
-2,817
-25% -$140K 0.03% 454
2023
Q2 		$560K Sell
11,288
-8,643
-43% -$430K 0.04% 375
2023
Q1 		$989K Sell
19,931
-41,590
-68% -$2.06M 0.07% 294
2022
Q4 		$3.04M Sell
61,521
-4,619
-7% -$228K 0.23% 112
2022
Q3 		$3.21M Buy
66,140
+3,299
+5% +$163K 0.26% 99
2022
Q2 		$3.11M Sell
62,841
-40,974
-39% -$2.04M 0.25% 97
2022
Q1 		$5.17M Buy
103,815
+2,726
+3% +$136K 0.34% 71
2021
Q4 		$5.08M Buy
101,089
+4,665
+5% +$235K 0.32% 72
2021
Q3 		$4.87M Buy
96,424
+6,252
+7% +$316K 0.33% 68
2021
Q2 		$4.55M Buy
90,172
+8,480
+10% +$428K 0.3% 70
2021
Q1 		$4.12M Buy
81,692
+46,059
+129% +$2.33M 0.29% 71
2020
Q4 		$1.8M Buy
35,633
+24,470
+219% +$1.24M 0.12% 190
2020
Q3 		$564K Buy
+11,163
New +$564K 0.05% 351
2020
Q1 		– Sell
-5,228
Closed -$263K – 503
2019
Q4 		$263K Sell
5,228
-10,960
-68% -$553K 0.03% 423
2019
Q3 		$816K Buy
16,188
+2,504
+18% +$126K 0.09% 217
2019
Q2 		$689K Buy
13,684
+3,100
+29% +$156K 0.08% 226
2019
Q1 		$532K Buy
+10,584
New +$531K 0.07% 260

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 $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Financial Advocates Investment Management's GSY Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2025, closing a stake of 5,286 shares — an estimated $265K sold.

Financial Advocates Investment Management first reported a position in GSY in Q1 2019 and held it in 24 quarters. The position peaked at $5.17M in Q1 2022. 264 funds tracked by Wall St. Rank hold GSY as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,286 Invesco Ultra Short Duration ETF shares in Q3 2025, an estimated $265K.
  • Financial Advocates Investment Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2019 and held it in 24 quarters.
  • Financial Advocates Investment Management's Invesco Ultra Short Duration ETF position peaked at $5.17M in Q1 2022.
  • 264 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.