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Keystone Wealth Services’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Keystone Wealth Services’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
Q3 		– Sell
-13,387
Closed -$671K – 299
2025
Q2 		$671K Buy
+13,387
New +$671K 0.16% 141

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $377B 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 $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Keystone Wealth Services's GSY Position: Q3 2025 in Review

Keystone Wealth Services sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2025, closing a stake of 13,387 shares — an estimated $671K sold.

Keystone Wealth Services first reported a position in GSY in Q2 2025 and held it in 1 quarter. The position peaked at $671K in Q2 2025. 263 funds tracked by Wall St. Rank hold GSY as of Q3 2025.

  • Keystone Wealth Services reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2025 after selling out during the quarter.
  • Keystone Wealth Services sold 13,387 Invesco Ultra Short Duration ETF shares in Q3 2025, an estimated $671K.
  • Keystone Wealth Services first reported a position in Invesco Ultra Short Duration ETF in Q2 2025 and held it in 1 quarter.
  • Keystone Wealth Services's Invesco Ultra Short Duration ETF position peaked at $671K in Q2 2025.
  • 263 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2025.

Based on Keystone Wealth Services's 13F filing for Q3 2025, filed 22 Oct 2025.