IFG Advisory
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IFG Advisory’s Invesco Ultra Short Duration ETF GSY Stock Holding History

IFG Advisory’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
Q3 		$29.9K Sell
598
-1,764
-75% -$88.4K ﹤0.01% 1493
2026
Q2 		$118K Buy
2,362
+592
+33% +$29.7K ﹤0.01% 1021
2026
Q1 		$88.7K Buy
+1,770
New +$88.9K 0.25% 87
2025
Q4 		– Sell
-7,494
Closed -$376K – 769
2025
Q3 		$376K Buy
7,494
+742
+11% +$37.3K 0.02% 572
2025
Q2 		$339K Buy
+6,752
New +$338K 0.02% 572
2024
Q3 		– Sell
-21,605
Closed -$1.08M – 475
2024
Q2 		$1.08M Buy
21,605
+2,089
+11% +$104K 0.07% 268
2024
Q1 		$974K Sell
19,516
-1,487
-7% -$74.2K 0.07% 252
2023
Q4 		$1.05M Sell
21,003
-2,385
-10% -$119K 0.08% 243
2023
Q3 		$1.16M Sell
23,388
-20
-0.1% -$995 0.1% 214
2023
Q2 		$1.16M Buy
23,408
+59
+0.3% +$2.93K 0.1% 206
2023
Q1 		$1.16M Buy
23,349
+2,139
+10% +$106K 0.11% 201
2022
Q4 		$1.05M Buy
21,210
+380
+2% +$18.8K 0.1% 203
2022
Q3 		$1.03M Sell
20,830
-4,650
-18% -$230K 0.09% 212
2022
Q2 		$1.26M Buy
25,480
+1,750
+7% +$87K 0.13% 160
2022
Q1 		$1.18M Sell
23,730
-2,386
-9% -$119K 0.12% 185
2021
Q4 		$1.31M Buy
26,116
+16,897
+183% +$851K 0.13% 180
2021
Q3 		$465K Buy
+9,219
New +$465K 0.05% 306
2020
Q4 		– Sell
-5,060
Closed -$255K – 450
2020
Q3 		$255K Hold
5,060
– – 0.04% 352
2020
Q2 		$255K Buy
+5,060
New +$254K 0.05% 333

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return

IFG Advisory's GSY Position: Q3 2026 in Review

IFG Advisory reduced its Invesco Ultra Short Duration ETF (GSY) stake by 75% in Q3 2026, selling an estimated $88.4K and leaving 598 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

IFG Advisory first reported a position in GSY in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.31M in Q4 2021. 166 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

  • IFG Advisory held 598 shares of Invesco Ultra Short Duration ETF worth $29.9K as of Q3 2026.
  • IFG Advisory sold 1,764 Invesco Ultra Short Duration ETF shares in Q3 2026, an estimated $88.4K.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1493 holding.
  • IFG Advisory first reported a position in Invesco Ultra Short Duration ETF in Q2 2020 and has held it in 19 quarters since.
  • IFG Advisory's Invesco Ultra Short Duration ETF position peaked at $1.31M in Q4 2021.
  • 166 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.