FGC
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Financial Gravity Companies’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Financial Gravity Companies’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
Q2 		$18.1K Buy
+360
New +$18K ﹤0.01% 466
2024
Q4 		$18K Hold
360
– – ﹤0.01% 462
2024
Q3 		$18.1K Buy
+360
New +$18K ﹤0.01% 280
2018
Q4 		$203K Buy
+4,054
New +$203K 0.18% 126
2018
Q1 		$90K Buy
+1,785
New +$89.6K 0.09% 206

Other funds holding GSY

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Financial Gravity Companies's GSY Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q2 2025: 360 shares worth $18.1K. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GSY as recently as Q4 2024.

Financial Gravity Companies first reported a position in GSY in Q1 2018 and has held it in 5 quarters since. The position peaked at $203K in Q4 2018. 264 funds tracked by Wall St. Rank hold GSY as of Q2 2025.

  • Financial Gravity Companies held 360 shares of Invesco Ultra Short Duration ETF worth $18.1K as of Q2 2025.
  • Invesco Ultra Short Duration ETF was a new Financial Gravity Companies position in Q2 2025.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #466 holding.
  • Financial Gravity Companies first reported a position in Invesco Ultra Short Duration ETF in Q1 2018 and has held it in 5 quarters since.
  • Financial Gravity Companies's Invesco Ultra Short Duration ETF position peaked at $203K in Q4 2018.
  • 264 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.