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PFG Investments’s Invesco Ultra Short Duration ETF GSY Stock Holding History

PFG Investments’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
Q3 		– Sell
-4,223
Closed -$212K – 1131
2025
Q2 		$212K Buy
+4,223
New +$212K 0.01% 891
2024
Q2 		– Sell
-57,064
Closed -$2.85M – 997
2024
Q1 		$2.85M Buy
+57,064
New +$2.85M 0.17% 124

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
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

PFG Investments's GSY Position: Q3 2025 in Review

PFG Investments sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2025, closing a stake of 4,223 shares — an estimated $212K sold.

PFG Investments first reported a position in GSY in Q1 2024 and held it in 2 quarters. The position peaked at $2.85M in Q1 2024. 264 funds tracked by Wall St. Rank hold GSY as of Q3 2025.

  • PFG Investments reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2025 after selling out during the quarter.
  • PFG Investments sold 4,223 Invesco Ultra Short Duration ETF shares in Q3 2025, an estimated $212K.
  • PFG Investments first reported a position in Invesco Ultra Short Duration ETF in Q1 2024 and held it in 2 quarters.
  • PFG Investments's Invesco Ultra Short Duration ETF position peaked at $2.85M in Q1 2024.
  • 264 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2025.

Based on PFG Investments's 13F filing for Q3 2025, filed 31 Oct 2025.