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Maridea Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Maridea Wealth Management’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
Q4 		– Sell
-14,594
Closed -$733K – 425
2025
Q3 		$733K Buy
14,594
+8,297
+132% +$417K 0.11% 174
2025
Q2 		$316K Buy
+6,297
New +$316K 0.08% 214

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Maridea Wealth Management's GSY Position: Q4 2025 in Review

Maridea Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2025, closing a stake of 14,594 shares — an estimated $733K sold.

Maridea Wealth Management first reported a position in GSY in Q2 2025 and held it in 2 quarters. The position peaked at $733K in Q3 2025. 278 funds tracked by Wall St. Rank hold GSY as of Q4 2025.

  • Maridea Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 14,594 Invesco Ultra Short Duration ETF shares in Q4 2025, an estimated $733K.
  • Maridea Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q2 2025 and held it in 2 quarters.
  • Maridea Wealth Management's Invesco Ultra Short Duration ETF position peaked at $733K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.