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My Personal CFO LLC’s Invesco Ultra Short Duration ETF GSY Stock Holding History

My Personal CFO LLC’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
-5,377
Closed -$270K – 126
2025
Q3 		$270K Buy
+5,377
New +$270K 0.1% 76

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
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

My Personal CFO LLC's GSY Position: Q4 2025 in Review

My Personal CFO LLC sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2025, closing a stake of 5,377 shares — an estimated $270K sold.

My Personal CFO LLC first reported a position in GSY in Q3 2025 and held it in 1 quarter. The position peaked at $270K in Q3 2025. 276 funds tracked by Wall St. Rank hold GSY as of Q4 2025.

  • My Personal CFO LLC reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 5,377 Invesco Ultra Short Duration ETF shares in Q4 2025, an estimated $270K.
  • My Personal CFO LLC first reported a position in Invesco Ultra Short Duration ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's Invesco Ultra Short Duration ETF position peaked at $270K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.