Guardian Wealth Advisors (North Carolina)’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-10	Closed	-$501	–	459
2026 Q1	$501	Buy	+10	New	+$503	﹤0.01%	603
2025 Q3	–	Sell	-10	Closed	-$501	–	428
2025 Q2	$501	Hold	10	–	–	﹤0.01%	542
2025 Q1	$501	Sell	10 -1	-9%	-$50	﹤0.01%	520
2024 Q4	$551	Hold	11	–	–	﹤0.01%	502
2024 Q3	$552	Hold	11	–	–	﹤0.01%	440
2024 Q2	$549	Hold	11	–	–	﹤0.01%	427
2024 Q1	$549	Hold	11	–	–	﹤0.01%	444
2023 Q4	$549	Hold	11	–	–	﹤0.01%	429
2023 Q3	$547	Hold	11	–	–	﹤0.01%	407
2023 Q2	$546	Hold	11	–	–	﹤0.01%	404
2023 Q1	$546	Hold	11	–	–	﹤0.01%	400
2022 Q4	$544	Hold	11	–	–	﹤0.01%	365
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	332
2022 Q2	$1K	Buy	+11	New	+$547	﹤0.01%	340

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

Guardian Wealth Advisors (North Carolina)'s GSY Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2026, closing a stake of 10 shares — an estimated $501 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in GSY in Q2 2022 and held it in 14 quarters. The position peaked at $1K in Q3 2022. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 10 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $501.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Ultra Short Duration ETF in Q2 2022 and held it in 14 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco Ultra Short Duration ETF position peaked at $1K in Q3 2022.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.