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 Q2	$3.51K	Hold	70	–	–	0.01%	193
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 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

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strategic Advocates's GSY Position: Q2 2026 in Review

Strategic Advocates held its Invesco Ultra Short Duration ETF (GSY) position steady in Q2 2026 at 70 shares worth $3.51K. The position accounts for 0.01% of the portfolio, ranked #193.

Strategic Advocates first reported a position in GSY in Q3 2023 and has held it in 8 quarters since. The position peaked at $573K in Q3 2023. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Strategic Advocates held 70 shares of Invesco Ultra Short Duration ETF worth $3.51K as of Q2 2026.
Strategic Advocates left its Invesco Ultra Short Duration ETF share count unchanged in Q2 2026.
Invesco Ultra Short Duration ETF made up 0.01% of Strategic Advocates's portfolio in Q2 2026, its #193 holding.
Strategic Advocates first reported a position in Invesco Ultra Short Duration ETF in Q3 2023 and has held it in 8 quarters since.
Strategic Advocates's Invesco Ultra Short Duration ETF position peaked at $573K in Q3 2023.
300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.