Sheaff Brock Investment Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Sheaff Brock Investment 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 Q1	$877K	Buy	+17,500	New	+$878K	0.08%	183

Other funds holding GSY

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sheaff Brock Investment Advisors's GSY Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q1 2025: 17,500 shares worth $877K. The stake represents 0.08% of the portfolio and ranks #183 among its holdings.

261 funds tracked by Wall St. Rank hold GSY as of Q1 2025.

Sheaff Brock Investment Advisors held 17,500 shares of Invesco Ultra Short Duration ETF worth $877K as of Q1 2025.
Invesco Ultra Short Duration ETF was a new Sheaff Brock Investment Advisors position in Q1 2025.
Invesco Ultra Short Duration ETF made up 0.08% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #183 holding.
261 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.