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
2026 Q2	$3.11K	Buy	+62	New	+$3.11K	﹤0.01%	733
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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Financial Gravity Companies's GSY Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q2 2026: 62 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GSY as recently as Q2 2025.

Financial Gravity Companies first reported a position in GSY in Q1 2018 and has held it in 6 quarters since. The position peaked at $203K in Q4 2018. 302 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Financial Gravity Companies held 62 shares of Invesco Ultra Short Duration ETF worth $3.11K as of Q2 2026.
Invesco Ultra Short Duration ETF was a new Financial Gravity Companies position in Q2 2026.
Invesco Ultra Short Duration ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #733 holding.
Financial Gravity Companies first reported a position in Invesco Ultra Short Duration ETF in Q1 2018 and has held it in 6 quarters since.
Financial Gravity Companies's Invesco Ultra Short Duration ETF position peaked at $203K in Q4 2018.
302 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.