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IAG Wealth Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History

IAG Wealth Partners’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
Q1 		– Sell
-784
Closed -$39.3K – 510
2024
Q4 		$39.3K Buy
+784
New +$39.3K 0.01% 208
2022
Q3 		– Sell
-26
Closed -$1K – 455
2022
Q2 		$1K Buy
+26
New +$1.29K ﹤0.01% 410

Other funds holding GSY

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IAG Wealth Partners's GSY Position: Q1 2025 in Review

IAG Wealth Partners sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2025, closing a stake of 784 shares — an estimated $39.3K sold.

IAG Wealth Partners first reported a position in GSY in Q2 2022 and held it in 2 quarters. The position peaked at $39.3K in Q4 2024. 261 funds tracked by Wall St. Rank hold GSY as of Q1 2025.

  • IAG Wealth Partners reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2025 after selling out during the quarter.
  • IAG Wealth Partners sold 784 Invesco Ultra Short Duration ETF shares in Q1 2025, an estimated $39.3K.
  • IAG Wealth Partners first reported a position in Invesco Ultra Short Duration ETF in Q2 2022 and held it in 2 quarters.
  • IAG Wealth Partners's Invesco Ultra Short Duration ETF position peaked at $39.3K in Q4 2024.
  • 261 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.