GAFA
GSY icon

Garton & Associates Financial Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Garton & Associates Financial 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
-448
Closed -$22.5K – 363
2025
Q4 		$22.5K Buy
+448
New +$22.5K 0.01% 604

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

Garton & Associates Financial Advisors's GSY Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2026, closing a stake of 448 shares — an estimated $22.5K sold.

Garton & Associates Financial Advisors first reported a position in GSY in Q4 2025 and held it in 1 quarter. The position peaked at $22.5K in Q4 2025. 294 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 448 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $22.5K.
  • Garton & Associates Financial Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Invesco Ultra Short Duration ETF position peaked at $22.5K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.