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

Sterling Financial 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
2025 Q3	$5.44M	Sell	108,261 -8,951	-8%	-$449K	1.72%	10
2025 Q2	$5.88M	Buy	117,212 +4,373	+4%	+$219K	1.97%	12
2025 Q1	$5.66M	Buy	112,839 +176	+0.2%	+$8.83K	2.04%	12
2024 Q4	$5.65M	Buy	+112,663	New	+$5.65M	2.1%	12

Other funds holding GSY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Sterling Financial Group's GSY Position: Q3 2025 in Review

Sterling Financial Group reduced its Invesco Ultra Short Duration ETF (GSY) stake by 7.6% in Q3 2025, selling an estimated $449K and leaving 108,261 shares worth $5.44M. The position accounts for 1.72% of the portfolio, ranked #10.

Sterling Financial Group first reported a position in GSY in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.88M in Q2 2025. 263 funds tracked by Wall St. Rank hold GSY as of Q3 2025.

Sterling Financial Group held 108,261 shares of Invesco Ultra Short Duration ETF worth $5.44M as of Q3 2025.
Sterling Financial Group sold 8,951 Invesco Ultra Short Duration ETF shares in Q3 2025, an estimated $449K.
Invesco Ultra Short Duration ETF made up 1.72% of Sterling Financial Group's portfolio in Q3 2025, its #10 holding.
Sterling Financial Group first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 4 quarters since.
Sterling Financial Group's Invesco Ultra Short Duration ETF position peaked at $5.88M in Q2 2025.
263 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2025.

Based on Sterling Financial Group's 13F filing for Q3 2025, filed 17 Nov 2025.