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NFP Retirement Inc’s Invesco Ultra Short Duration ETF GSY Stock Holding History

NFP Retirement Inc’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 		$478K Sell
9,536
-1,675
-15% -$84.2K 0.03% 200
2025
Q4 		$563K Sell
11,211
-159
-1% -$7.99K 0.03% 181
2025
Q3 		$571K Sell
11,370
-1,385
-11% -$69.5K 0.04% 181
2025
Q2 		$640K Sell
12,755
-950
-7% -$47.6K 0.04% 171
2025
Q1 		$687K Sell
13,705
-9,750
-42% -$489K 0.05% 149
2024
Q4 		$1.18M Buy
23,455
+1,000
+4% +$50.1K 0.09% 112
2024
Q3 		$1.13M Sell
22,455
-1,775
-7% -$89K 0.09% 115
2024
Q2 		$1.21M Sell
24,230
-1,200
-5% -$59.9K 0.1% 103
2024
Q1 		$1.27M Buy
25,430
+3,510
+16% +$175K 0.11% 104
2023
Q4 		$1.09M Sell
21,920
-1,575
-7% -$78.4K 0.19% 91
2023
Q3 		$1.17M Hold
23,495
– – 0.22% 83
2023
Q2 		$1.17M Hold
23,495
– – 0.22% 86
2023
Q1 		$1.17M Hold
23,495
– – 0.23% 86
2022
Q4 		$1.16M Sell
23,495
-375
-2% -$18.5K 0.26% 82
2022
Q3 		$1.18M Buy
23,870
+375
+2% +$18.6K 0.29% 74
2022
Q2 		$1.16M Sell
23,495
-750
-3% -$37.3K 0.3% 72
2022
Q1 		$1.21M Buy
+24,245
New +$1.21M 0.29% 71

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

NFP Retirement Inc's GSY Position: Q1 2026 in Review

NFP Retirement Inc reduced its Invesco Ultra Short Duration ETF (GSY) stake by 15% in Q1 2026, selling an estimated $84.2K and leaving 9,536 shares worth $478K. The position accounts for 0.03% of the portfolio, ranked #200.

NFP Retirement Inc first reported a position in GSY in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.27M in Q1 2024. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • NFP Retirement Inc held 9,536 shares of Invesco Ultra Short Duration ETF worth $478K as of Q1 2026.
  • NFP Retirement Inc sold 1,675 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $84.2K.
  • Invesco Ultra Short Duration ETF made up 0.03% of NFP Retirement Inc's portfolio in Q1 2026, its #200 holding.
  • NFP Retirement Inc first reported a position in Invesco Ultra Short Duration ETF in Q1 2022 and has held it in 17 quarters since.
  • NFP Retirement Inc's Invesco Ultra Short Duration ETF position peaked at $1.27M in Q1 2024.
  • 292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.