Key Financial Inc’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Key Financial Inc’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	–	Sell	-839	Closed	-$42.2K	–	1425
2025 Q4	$42.2K	Sell	839 -10	-1%	-$503	0.01%	556
2025 Q3	$42.7K	Hold	849	–	–	0.01%	556
2025 Q2	$42.6K	Sell	849 -188	-18%	-$9.42K	0.01%	532
2025 Q1	$52K	Hold	1,037	–	–	0.01%	474
2024 Q4	$51.9K	Hold	1,037	–	–	0.01%	474
2024 Q3	$52K	Hold	1,037	–	–	0.01%	471
2024 Q2	$51.7K	Buy	1,037 +971	+1,471%	+$48.5K	0.01%	465
2024 Q1	$3.28K	Hold	66	–	–	﹤0.01%	1034
2023 Q4	$3.28K	Hold	66	–	–	﹤0.01%	1035
2023 Q3	$3.26K	Hold	66	–	–	﹤0.01%	1045
2023 Q2	$3.26K	Sell	66 -67	-50%	-$3.33K	﹤0.01%	1091
2023 Q1	$6.61K	Hold	133	–	–	﹤0.01%	763
2022 Q4	$6.58K	Hold	133	–	–	﹤0.01%	725
2022 Q3	$7K	Hold	133	–	–	﹤0.01%	716
2022 Q2	$7K	Hold	133	–	–	﹤0.01%	716
2022 Q1	$7K	Hold	133	–	–	﹤0.01%	717
2021 Q4	$7K	Hold	133	–	–	﹤0.01%	650
2021 Q3	$7K	Hold	133	–	–	﹤0.01%	648
2021 Q2	$7K	Hold	133	–	–	﹤0.01%	636
2021 Q1	$7K	Hold	133	–	–	﹤0.01%	541
2020 Q4	$7K	Buy	+133	New	+$6.72K	0.01%	502

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Key Financial Inc's GSY Position: Q1 2026 in Review

Key Financial Inc sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2026, closing a stake of 839 shares — an estimated $42.2K sold.

Key Financial Inc first reported a position in GSY in Q4 2020 and held it in 21 quarters. The position peaked at $52K in Q3 2024. 294 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

Key Financial Inc reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 839 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $42.2K.
Key Financial Inc first reported a position in Invesco Ultra Short Duration ETF in Q4 2020 and held it in 21 quarters.
Key Financial Inc's Invesco Ultra Short Duration ETF position peaked at $52K in Q3 2024.
294 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.