Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Kovitz Investment Group Partners’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
-76,694
Closed -$3.85M – 1436
2025
Q2 		$3.85M Buy
+76,694
New +$3.84M 0.02% 493

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GI
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Kovitz Investment Group Partners's GSY Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2025, closing a stake of 76,694 shares — an estimated $3.85M sold.

Kovitz Investment Group Partners first reported a position in GSY in Q2 2025 and held it in 1 quarter. The position peaked at $3.85M in Q2 2025. 264 funds tracked by Wall St. Rank hold GSY as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 76,694 Invesco Ultra Short Duration ETF shares in Q3 2025, an estimated $3.85M.
  • Kovitz Investment Group Partners first reported a position in Invesco Ultra Short Duration ETF in Q2 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Invesco Ultra Short Duration ETF position peaked at $3.85M in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.