IFG
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Independent Financial Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Independent Financial Group’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 		$1.65M Sell
32,897
-399
-1% -$20K 0.03% 510
2026
Q1 		$1.67M Sell
33,296
-4,511
-12% -$227K 0.04% 448
2025
Q4 		$1.9M Sell
37,807
-2,150
-5% -$108K 0.04% 405
2025
Q3 		$2.01M Sell
39,957
-2,908
-7% -$146K 0.05% 383
2025
Q2 		$2.15M Buy
42,865
+4,300
+11% +$215K 0.06% 318
2025
Q1 		$1.93M Buy
38,565
+24,495
+174% +$1.23M 0.07% 290
2024
Q4 		$705K Buy
14,070
+235
+2% +$11.8K 0.02% 586
2024
Q3 		$694K Sell
13,835
-2,840
-17% -$142K 0.03% 547
2024
Q2 		$832K Buy
16,675
+1,200
+8% +$59.9K 0.03% 453
2024
Q1 		$772K Sell
15,475
-820
-5% -$40.9K 0.04% 450
2023
Q4 		$813K Sell
16,295
-700
-4% -$34.9K 0.04% 417
2023
Q3 		$845K Sell
16,995
-2,661
-14% -$132K 0.06% 361
2023
Q2 		$976K Sell
19,656
-275
-1% -$13.7K 0.07% 314
2023
Q1 		$989K Sell
19,931
-8,208
-29% -$407K 0.08% 281
2022
Q4 		$1.39M Sell
28,139
-2,933
-9% -$145K 0.12% 170
2022
Q3 		$1.53M Buy
31,072
+3,092
+11% +$153K 0.14% 149
2022
Q2 		$1.39M Sell
27,980
-834
-3% -$41.4K 0.15% 161
2022
Q1 		$1.44M Sell
28,814
-1,913
-6% -$95.8K 0.12% 176
2021
Q4 		$1.55M Sell
30,727
-18,397
-37% -$926K 0.13% 162
2021
Q3 		$2.48M Buy
49,124
+2,238
+5% +$113K 0.25% 89
2021
Q2 		$2.37M Buy
46,886
+1,001
+2% +$50.5K 0.25% 90
2021
Q1 		$2.32M Sell
45,885
-2,020
-4% -$102K 0.3% 77
2020
Q4 		$2.42M Buy
47,905
+6,731
+16% +$340K 0.36% 61
2020
Q3 		$2.08M Sell
41,174
-1,491
-3% -$75.3K 0.39% 52
2020
Q2 		$2.15M Buy
42,665
+2,659
+7% +$133K 0.47% 40
2020
Q1 		$1.97M Buy
+40,006
New +$2M 0.58% 32

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

Independent Financial Group's GSY Position: Q2 2026 in Review

Independent Financial Group reduced its Invesco Ultra Short Duration ETF (GSY) stake by 1.2% in Q2 2026, selling an estimated $20K and leaving 32,897 shares worth $1.65M. The position accounts for 0.03% of the portfolio, ranked #510.

Independent Financial Group first reported a position in GSY in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.48M in Q3 2021. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Independent Financial Group held 32,897 shares of Invesco Ultra Short Duration ETF worth $1.65M as of Q2 2026.
  • Independent Financial Group sold 399 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $20K.
  • Invesco Ultra Short Duration ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #510 holding.
  • Independent Financial Group first reported a position in Invesco Ultra Short Duration ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's Invesco Ultra Short Duration ETF position peaked at $2.48M in Q3 2021.
  • 298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.