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Strategic Advocates’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Strategic Advocates’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 		$3.51K Hold
70
– – 0.02% 198
2025
Q4 		$3.52K Sell
70
-337
-83% -$16.9K ﹤0.01% 454
2025
Q3 		$20.4K Buy
+407
New +$20.4K 0.01% 284
2024
Q4 		– Sell
-6,883
Closed -$345K – 116
2024
Q3 		$345K Buy
+6,883
New +$345K 0.12% 86
2024
Q2 		– Sell
-7,190
Closed -$359K – 126
2024
Q1 		$359K Sell
7,190
-3,265
-31% -$163K 0.14% 86
2023
Q4 		$522K Sell
10,455
-1,070
-9% -$53.3K 0.22% 83
2023
Q3 		$573K Buy
+11,525
New +$573K 0.27% 66

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return