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Scarborough Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Scarborough 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
2026
Q1 		– Sell
-183
Closed -$9.19K – 772
2025
Q4 		$9.19K Buy
183
+2
+1% +$101 ﹤0.01% 272
2025
Q3 		$9.09K Sell
181
-434
-71% -$21.8K ﹤0.01% 264
2025
Q2 		$30.9K Sell
615
-52,904
-99% -$2.65M 0.01% 160
2025
Q1 		$2.68M Buy
53,519
+841
+2% +$42.2K 0.38% 52
2024
Q4 		$2.64M Buy
+52,678
New +$2.64M 0.37% 47

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Cambridge Investment Research Advisors
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Scarborough Advisors's GSY Position: Q1 2026 in Review

Scarborough Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2026, closing a stake of 183 shares — an estimated $9.19K sold.

Scarborough Advisors first reported a position in GSY in Q4 2024 and held it in 5 quarters. The position peaked at $2.68M in Q1 2025. 295 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Scarborough Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Scarborough Advisors sold 183 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $9.19K.
  • Scarborough Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and held it in 5 quarters.
  • Scarborough Advisors's Invesco Ultra Short Duration ETF position peaked at $2.68M in Q1 2025.
  • 295 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.