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Financial Sense Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Financial Sense Advisors’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 		– Sell
-8,214
Closed -$413K – 151
2025
Q4 		$413K Buy
+8,214
New +$413K 0.08% 116

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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Financial Sense Advisors's GSY Position: Q1 2026 in Review

Financial Sense Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2026, closing a stake of 8,214 shares — an estimated $413K sold.

Financial Sense Advisors first reported a position in GSY in Q4 2025 and held it in 1 quarter. The position peaked at $413K in Q4 2025. 295 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Financial Sense Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Financial Sense Advisors sold 8,214 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $413K.
  • Financial Sense Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2025 and held it in 1 quarter.
  • Financial Sense Advisors's Invesco Ultra Short Duration ETF position peaked at $413K in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Financial Sense Advisors's 13F filing for Q1 2026, filed 14 May 2026.