SageView Advisory Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

SageView Advisory Group’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
2026 Q1	–	Sell	-1,317	Closed	-$66.2K	–	1333
2025 Q4	$66.2K	Buy	+1,317	New	+$66.2K	﹤0.01%	964
2023 Q4	–	Sell	-5,775	Closed	-$287K	–	685
2023 Q3	$287K	Buy	5,775 +30	+0.5%	+$1.49K	0.02%	432
2023 Q2	$285K	Buy	+5,745	New	+$285K	0.02%	456
2023 Q1	–	Sell	-4,456	Closed	-$220K	–	467
2022 Q4	$220K	Buy	+4,456	New	+$220K	0.02%	385

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

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

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

SageView Advisory Group's GSY Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2026, closing a stake of 1,317 shares — an estimated $66.2K sold.

SageView Advisory Group first reported a position in GSY in Q4 2022 and held it in 4 quarters. The position peaked at $287K in Q3 2023. 294 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

SageView Advisory Group reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,317 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $66.2K.
SageView Advisory Group first reported a position in Invesco Ultra Short Duration ETF in Q4 2022 and held it in 4 quarters.
SageView Advisory Group's Invesco Ultra Short Duration ETF position peaked at $287K in Q3 2023.
294 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.