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 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 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

IFG Advisory's GSY Position: Q2 2026 in Review

IFG Advisory increased its Invesco Ultra Short Duration ETF (GSY) stake by 33% in Q2 2026, buying an estimated $29.7K and bringing the position to 2,362 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

IFG Advisory first reported a position in GSY in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.31M in Q4 2021. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

IFG Advisory held 2,362 shares of Invesco Ultra Short Duration ETF worth $118K as of Q2 2026.
IFG Advisory bought 592 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $29.7K.
Invesco Ultra Short Duration ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1021 holding.
IFG Advisory first reported a position in Invesco Ultra Short Duration ETF in Q2 2020 and has held it in 18 quarters since.
IFG Advisory's Invesco Ultra Short Duration ETF position peaked at $1.31M in Q4 2021.
300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.