Pacific Capital Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Pacific Capital Wealth Advisors’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	-124	Closed	-$6.21K	–	205
2024 Q4	$6.21K	Sell	124 -124	-50%	-$6.22K	﹤0.01%	304
2024 Q3	$12.4K	Hold	248	–	–	﹤0.01%	281
2024 Q2	$12.4K	Hold	248	–	–	﹤0.01%	290
2024 Q1	$12.4K	Hold	248	–	–	﹤0.01%	215
2023 Q4	$12.4K	Buy	+248	New	+$12.4K	﹤0.01%	214

Other funds holding GSY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Pacific Capital Wealth Advisors's GSY Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2025, closing a stake of 124 shares — an estimated $6.21K sold.

Pacific Capital Wealth Advisors first reported a position in GSY in Q4 2023 and held it in 5 quarters. The position peaked at $12.4K in Q3 2024. 261 funds tracked by Wall St. Rank hold GSY as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 124 Invesco Ultra Short Duration ETF shares in Q1 2025, an estimated $6.21K.
Pacific Capital Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Invesco Ultra Short Duration ETF position peaked at $12.4K in Q3 2024.
261 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.