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Legacy Capital Group California’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Legacy Capital Group California’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
-4,173
Closed -$210K – 312
2025
Q4 		$210K Sell
4,173
-598
-13% -$30.1K 0.05% 322
2025
Q3 		$240K Sell
4,771
-3
-0.1% -$151 0.06% 309
2025
Q2 		$239K Sell
4,774
-386
-7% -$19.3K 0.07% 299
2025
Q1 		$259K Sell
5,160
-177
-3% -$8.88K 0.09% 265
2024
Q4 		$267K Sell
5,337
-175
-3% -$8.77K 0.08% 263
2024
Q3 		$277K Buy
5,512
+117
+2% +$5.86K 0.09% 247
2024
Q2 		$269K Sell
5,395
-332
-6% -$16.6K 0.1% 246
2024
Q1 		$286K Sell
5,727
-377
-6% -$18.8K 0.11% 231
2023
Q4 		$304K Sell
6,104
-469
-7% -$23.4K 0.12% 215
2023
Q3 		$327K Sell
6,573
-900
-12% -$44.8K 0.14% 195
2023
Q2 		$371K Buy
+7,473
New +$371K 0.15% 190

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
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 $666B 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

Legacy Capital Group California's GSY Position: Q1 2026 in Review

Legacy Capital Group California sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2026, closing a stake of 4,173 shares — an estimated $210K sold.

Legacy Capital Group California first reported a position in GSY in Q2 2023 and held it in 11 quarters. The position peaked at $371K in Q2 2023. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Legacy Capital Group California reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Capital Group California sold 4,173 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $210K.
  • Legacy Capital Group California first reported a position in Invesco Ultra Short Duration ETF in Q2 2023 and held it in 11 quarters.
  • Legacy Capital Group California's Invesco Ultra Short Duration ETF position peaked at $371K in Q2 2023.
  • 292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.