Financial Gravity Asset Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Financial Gravity Asset 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
2026 Q1	$12.7K	Sell	253 -35	-12%	-$1.76K	﹤0.01%	532
2025 Q4	$14.5K	Sell	288 -5	-2%	-$251	﹤0.01%	425
2025 Q3	$14.7K	Buy	+293	New	+$14.7K	﹤0.01%	494
2025 Q1	$18K	Buy	+360	New	+$18.1K	﹤0.01%	493
2024 Q2	$92.9K	Sell	1,862 -649	-26%	-$32.4K	0.02%	193
2024 Q1	$125K	Sell	2,511 -785	-24%	-$39.2K	0.04%	167
2023 Q4	$164K	Buy	+3,296	New	+$164K	0.05%	138
2021 Q3	$50K	Buy	+1,421	New	+$71.7K	0.02%	570
2019 Q4	–	Sell	-23,416	Closed	-$1.18M	–	1520
2019 Q3	$1.18M	Sell	23,416 -7,378	-24%	-$372K	1.02%	18
2019 Q2	$1.55M	Sell	30,794 -12,727	-29%	-$641K	1.27%	10
2019 Q1	$2.19M	Buy	+43,521	New	+$2.18M	1.77%	7
2018 Q3	$88K	Buy	1,753 +811	+86%	+$40.8K	0.09%	225
2018 Q2	$47K	Sell	942 -843	-47%	-$42.3K	0.04%	341
2018 Q1	$90K	Buy	+1,785	New	+$89.6K	0.09%	206

Other funds holding GSY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Gravity Asset Management's GSY Position: Q1 2026 in Review

Financial Gravity Asset Management reduced its Invesco Ultra Short Duration ETF (GSY) stake by 12% in Q1 2026, selling an estimated $1.76K and leaving 253 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Financial Gravity Asset Management first reported a position in GSY in Q1 2018 and has held it in 14 quarters since. The position peaked at $2.19M in Q1 2019. 294 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

Financial Gravity Asset Management held 253 shares of Invesco Ultra Short Duration ETF worth $12.7K as of Q1 2026.
Financial Gravity Asset Management sold 35 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $1.76K.
Invesco Ultra Short Duration ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #532 holding.
Financial Gravity Asset Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's Invesco Ultra Short Duration ETF position peaked at $2.19M in Q1 2019.
294 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.