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Oarsman Capital’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Oarsman Capital’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
Q1 		– Sell
-450
Closed -$22.6K – 489
2024
Q4 		$22.6K Hold
450
– – ﹤0.01% 577
2024
Q3 		$22.6K Buy
+450
New +$22.6K ﹤0.01% 582
2022
Q4 		– Sell
-9,390
Closed -$464K – 166
2022
Q3 		$464K Sell
9,390
-2,010
-18% -$99.6K 0.25% 94
2022
Q2 		$565K Sell
11,400
-500
-4% -$24.8K 0.28% 90
2022
Q1 		$593K Sell
11,900
-100
-0.8% -$5.01K 0.23% 106
2021
Q4 		$604K Buy
12,000
+1,280
+12% +$64.5K 0.24% 105
2021
Q3 		$541K Buy
10,720
+3,100
+41% +$156K 0.22% 114
2021
Q2 		$385K Buy
7,620
+1,355
+22% +$68.4K 0.15% 137
2021
Q1 		$316K Buy
6,265
+1,030
+20% +$52.1K 0.14% 140
2020
Q4 		$265K Sell
5,235
-200
-4% -$10.1K 0.1% 150
2020
Q3 		$275K Sell
5,435
-400
-7% -$20.2K 0.12% 132
2020
Q2 		$294K Buy
+5,835
New +$292K 0.15% 126
2020
Q1 		– Sell
-6,215
Closed -$313K – 141
2019
Q4 		$313K Hold
6,215
– – 0.14% 139
2019
Q3 		$313K Sell
6,215
-600
-9% -$30.2K 0.15% 141
2019
Q2 		$343K Sell
6,815
-850
-11% -$42.8K 0.16% 130
2019
Q1 		$385K Sell
7,665
-200
-3% -$10K 0.18% 123
2018
Q4 		$394K Sell
7,865
-200
-2% -$10K 0.2% 113
2018
Q3 		$405K Sell
8,065
-850
-10% -$42.7K 0.16% 129
2018
Q2 		$448K Sell
8,915
-700
-7% -$35.2K 0.2% 119
2018
Q1 		$483K Buy
+9,615
New +$483K 0.22% 116

Other funds holding GSY

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Oarsman Capital's GSY Position: Q1 2025 in Review

Oarsman Capital sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2025, closing a stake of 450 shares — an estimated $22.6K sold.

Oarsman Capital first reported a position in GSY in Q1 2018 and held it in 20 quarters. The position peaked at $604K in Q4 2021. 259 funds tracked by Wall St. Rank hold GSY as of Q1 2025.

  • Oarsman Capital reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2025 after selling out during the quarter.
  • Oarsman Capital sold 450 Invesco Ultra Short Duration ETF shares in Q1 2025, an estimated $22.6K.
  • Oarsman Capital first reported a position in Invesco Ultra Short Duration ETF in Q1 2018 and held it in 20 quarters.
  • Oarsman Capital's Invesco Ultra Short Duration ETF position peaked at $604K in Q4 2021.
  • 259 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.