Jones Financial Companies
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Jones Financial Companies’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Jones Financial Companies’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
Q1 		$9.42M Buy
188,125
+70,093
+59% +$3.52M ﹤0.01% 845
2025
Q4 		$5.93M Buy
118,032
+40,795
+53% +$2.05M ﹤0.01% 593
2025
Q3 		$3.88M Buy
77,237
+27,718
+56% +$1.39M ﹤0.01% 648
2025
Q2 		$2.48M Buy
49,519
+24,234
+96% +$1.21M ﹤0.01% 697
2025
Q1 		$1.27M Buy
25,285
+12,723
+101% +$638K ﹤0.01% 782
2024
Q4 		$629K Buy
12,562
+9,182
+272% +$460K ﹤0.01% 901
2024
Q3 		$170K Buy
3,380
+3,181
+1,598% +$159K ﹤0.01% 1192
2024
Q2 		$9.93K Sell
199
-201
-50% -$10K ﹤0.01% 1759
2024
Q1 		$20K Buy
+400
New +$20K ﹤0.01% 910

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return