Larson Financial Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Larson Financial Group’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	$150K	Hold	3,000	–	–	﹤0.01%	819
2025 Q4	$151K	Hold	3,000	–	–	0.01%	785
2025 Q3	$151K	Buy	+3,000	New	+$151K	0.01%	770
2021 Q2	–	Sell	-347	Closed	-$18K	–	867
2021 Q1	$18K	Sell	347 -366	-51%	-$18.5K	0.01%	431
2020 Q4	$36K	Sell	713 -4	-0.6%	-$202	0.01%	262
2020 Q3	$36K	Buy	717 +346	+93%	+$17.5K	0.01%	243
2020 Q2	$19K	Buy	+371	New	+$18.6K	0.01%	290

Other funds holding GSY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Larson Financial Group's GSY Position: Q1 2026 in Review

Larson Financial Group held its Invesco Ultra Short Duration ETF (GSY) position steady in Q1 2026 at 3,000 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Larson Financial Group first reported a position in GSY in Q2 2020 and has held it in 7 quarters since. The position peaked at $151K in Q4 2025. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

Larson Financial Group held 3,000 shares of Invesco Ultra Short Duration ETF worth $150K as of Q1 2026.
Larson Financial Group left its Invesco Ultra Short Duration ETF share count unchanged in Q1 2026.
Invesco Ultra Short Duration ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #819 holding.
Larson Financial Group first reported a position in Invesco Ultra Short Duration ETF in Q2 2020 and has held it in 7 quarters since.
Larson Financial Group's Invesco Ultra Short Duration ETF position peaked at $151K in Q4 2025.
292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.