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Rossby Financial’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Rossby Financial’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
-625
Closed -$31.4K – 1838
2025
Q3 		$31.4K Buy
+625
New +$31.4K 0.01% 620

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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $7B AUM 14.85% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Rossby Financial's GSY Position: Q4 2025 in Review

Rossby Financial sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2025, closing a stake of 625 shares — an estimated $31.4K sold.

Rossby Financial first reported a position in GSY in Q3 2025 and held it in 1 quarter. The position peaked at $31.4K in Q3 2025. 278 funds tracked by Wall St. Rank hold GSY as of Q4 2025.

  • Rossby Financial reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2025 after selling out during the quarter.
  • Rossby Financial sold 625 Invesco Ultra Short Duration ETF shares in Q4 2025, an estimated $31.4K.
  • Rossby Financial first reported a position in Invesco Ultra Short Duration ETF in Q3 2025 and held it in 1 quarter.
  • Rossby Financial's Invesco Ultra Short Duration ETF position peaked at $31.4K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2025.

Based on Rossby Financial's 13F filing for Q4 2025, filed 12 Feb 2026.