VisionPoint Advisory Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

VisionPoint Advisory 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 Q2	$1.36M	Buy	27,176 +8,382	+45%	+$420K	0.22%	108
2026 Q1	$942K	Buy	+18,794	New	+$944K	0.18%	130
2019 Q1	–	Sell	-4,405	Closed	-$221K	–	144
2018 Q4	$221K	Buy	+4,405	New	+$221K	0.07%	96

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

VisionPoint Advisory Group's GSY Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Invesco Ultra Short Duration ETF (GSY) stake by 45% in Q2 2026, buying an estimated $420K and bringing the position to 27,176 shares worth $1.36M. The position accounts for 0.22% of the portfolio, ranked #108.

VisionPoint Advisory Group first reported a position in GSY in Q4 2018 and has held it in 3 quarters since. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

VisionPoint Advisory Group held 27,176 shares of Invesco Ultra Short Duration ETF worth $1.36M as of Q2 2026.
VisionPoint Advisory Group bought 8,382 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $420K.
Invesco Ultra Short Duration ETF made up 0.22% of VisionPoint Advisory Group's portfolio in Q2 2026, its #108 holding.
VisionPoint Advisory Group first reported a position in Invesco Ultra Short Duration ETF in Q4 2018 and has held it in 3 quarters since.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.