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

IFP 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
2026
Q2 		$1.2M Buy
24,012
+5,292
+28% +$265K 0.02% 659
2026
Q1 		$938K Buy
+18,720
New +$941K 0.02% 721
2023
Q4 		– Sell
-439
Closed -$21.8K – 3172
2023
Q3 		$21.8K Buy
439
+1
+0.2% +$50 ﹤0.01% 1901
2023
Q2 		$21.7K Sell
438
-139
-24% -$6.91K ﹤0.01% 1957
2023
Q1 		$29K Sell
577
-5,320
-90% -$264K ﹤0.01% 1848
2022
Q4 		$298K Sell
5,897
-27,184
-82% -$1.34M 0.01% 1144
2022
Q3 		$1.67M Buy
33,081
+181
+0.6% +$8.97K 0.04% 464
2022
Q2 		$1.66M Hold
32,900
– – 0.05% 404
2022
Q1 		$1.66M Buy
32,900
+7,408
+29% +$371K 0.05% 404
2021
Q4 		$1.28M Sell
25,492
-76
-0.3% -$3.83K 0.03% 348
2021
Q3 		$1.29M Sell
25,568
-3,143
-11% -$159K 0.03% 349
2021
Q2 		$1.45M Buy
28,711
+34
+0.1% +$1.72K 0.03% 310
2021
Q1 		$1.45M Sell
28,677
-51,520
-64% -$2.6M 0.03% 299
2020
Q4 		$4.06M Buy
80,197
+32
+0% +$1.62K 0.16% 97
2020
Q3 		$4.05M Buy
80,165
+50,587
+171% +$2.56M 0.24% 83
2020
Q2 		$1.49M Buy
29,578
+88
+0.3% +$4.41K 0.12% 187
2020
Q1 		$1.44M Buy
29,490
+1,297
+5% +$65K 0.15% 158
2019
Q4 		$1.42M Sell
28,193
-18,615
-40% -$939K 0.11% 221
2019
Q3 		$2.36M Buy
+46,808
New +$2.36M 0.16% 146
2019
Q1 		$1.01M Buy
19,964
+2,702
+16% +$136K 0.14% 159
2018
Q4 		$864K Buy
17,262
+2,373
+16% +$119K 0.05% 381
2018
Q3 		$748K Buy
14,889
+920
+7% +$46.2K 0.03% 529
2018
Q2 		$702K Buy
+13,969
New +$702K 0.03% 544
2016
Q2 		– Sell
-19,964
Closed -$1.01M – 3915
2016
Q1 		$1.01M Buy
+19,964
New +$995K 0.14% 159

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IFP Advisors's GSY Position: Q2 2026 in Review

IFP Advisors increased its Invesco Ultra Short Duration ETF (GSY) stake by 28% in Q2 2026, buying an estimated $265K and bringing the position to 24,012 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #659.

IFP Advisors first reported a position in GSY in Q1 2016 and has held it in 24 quarters since. The position peaked at $4.06M in Q4 2020. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • IFP Advisors held 24,012 shares of Invesco Ultra Short Duration ETF worth $1.2M as of Q2 2026.
  • IFP Advisors bought 5,292 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $265K.
  • Invesco Ultra Short Duration ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #659 holding.
  • IFP Advisors first reported a position in Invesco Ultra Short Duration ETF in Q1 2016 and has held it in 24 quarters since.
  • IFP Advisors's Invesco Ultra Short Duration ETF position peaked at $4.06M in Q4 2020.
  • 298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.