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Heck Capital Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Heck Capital 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
2025
Q2 		– Sell
-4,292
Closed -$215K – 209
2025
Q1 		$215K Sell
4,292
-398
-8% -$20K 0.02% 153
2024
Q4 		$235K Sell
4,690
-369
-7% -$18.5K 0.03% 140
2024
Q3 		$254K Buy
5,059
+1,440
+40% +$72.2K 0.03% 140
2024
Q2 		$181K Buy
3,619
+162
+5% +$8.09K 0.02% 145
2024
Q1 		$172K Buy
3,457
+378
+12% +$18.9K 0.03% 144
2023
Q4 		$154K Buy
3,079
+1,275
+71% +$63.5K 0.03% 138
2023
Q3 		$89.7K Sell
1,804
-474
-21% -$23.6K 0.02% 141
2023
Q2 		$113K Buy
2,278
+2,033
+830% +$101K 0.02% 131
2023
Q1 		$12.2K Buy
+245
New +$12.2K ﹤0.01% 139

Other funds holding GSY

Wells Fargo
Wells Fargo San Francisco, California $501B 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 $376B 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 $564B 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