Iron Gate Global Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Iron Gate Global 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
2025 Q2	–	Sell	-4,072	Closed	-$204K	–	90
2025 Q1	$204K	Sell	4,072 -599	-13%	-$30K	0.03%	85
2024 Q4	$234K	Hold	4,671	–	–	0.03%	79
2024 Q3	$234K	Sell	4,671 -800	-15%	-$40.1K	0.04%	78
2024 Q2	$273K	Hold	5,471	–	–	0.05%	74
2024 Q1	$273K	Hold	5,471	–	–	0.05%	81
2023 Q4	$273K	Hold	5,471	–	–	0.05%	81
2023 Q3	$272K	Buy	+5,471	New	+$272K	0.06%	71

Other funds holding GSY

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Iron Gate Global Advisors's GSY Position: Q2 2025 in Review

Iron Gate Global Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2025, closing a stake of 4,072 shares — an estimated $204K sold.

Iron Gate Global Advisors first reported a position in GSY in Q3 2023 and held it in 7 quarters. The position peaked at $273K in Q2 2024. 265 funds tracked by Wall St. Rank hold GSY as of Q2 2025.

Iron Gate Global Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2025 after selling out during the quarter.
Iron Gate Global Advisors sold 4,072 Invesco Ultra Short Duration ETF shares in Q2 2025, an estimated $204K.
Iron Gate Global Advisors first reported a position in Invesco Ultra Short Duration ETF in Q3 2023 and held it in 7 quarters.
Iron Gate Global Advisors's Invesco Ultra Short Duration ETF position peaked at $273K in Q2 2024.
265 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2025.

Based on Iron Gate Global Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.