Safe Harbor Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Safe Harbor 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 Q4	$318K	Buy	+6,323	New	+$318K	0.31%	67

Other funds holding GSY

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Safe Harbor Wealth Advisors's GSY Position: Q4 2025 in Review

Safe Harbor Wealth Advisors opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q4 2025: 6,323 shares worth $318K. The stake represents 0.31% of the portfolio and ranks #67 among its holdings.

277 funds tracked by Wall St. Rank hold GSY as of Q4 2025.

Safe Harbor Wealth Advisors held 6,323 shares of Invesco Ultra Short Duration ETF worth $318K as of Q4 2025.
Invesco Ultra Short Duration ETF was a new Safe Harbor Wealth Advisors position in Q4 2025.
Invesco Ultra Short Duration ETF made up 0.31% of Safe Harbor Wealth Advisors's portfolio in Q4 2025, its #67 holding.
277 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2025.

Based on Safe Harbor Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.