United Advisor Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

United Advisor 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
2026 Q1	$1.29M	Buy	+25,803	New	+$1.3M	0.16%	156

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

United Advisor Group's GSY Position: Q1 2026 in Review

United Advisor Group opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q1 2026: 25,803 shares worth $1.29M. The stake represents 0.16% of the portfolio and ranks #156 among its holdings.

292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

United Advisor Group held 25,803 shares of Invesco Ultra Short Duration ETF worth $1.29M as of Q1 2026.
Invesco Ultra Short Duration ETF was a new United Advisor Group position in Q1 2026.
Invesco Ultra Short Duration ETF made up 0.16% of United Advisor Group's portfolio in Q1 2026, its #156 holding.
292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.