GSY — INVESCO ACTIVELY MANAGD ETF TR ULTRA SHRT DUR

Ownership history in Avestar Capital, LLC  ·  28 quarters on record

AI Ownership Summary

Avestar Capital, LLC reported INVESCO ACTIVELY MANAGD ETF TR ULTRA SHRT DUR (GSY) in 28 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.94% in 2023 Q3. The latest visible filing shows GSY at 0.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GSY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avestar Capital, LLC's position in INVESCO ACTIVELY MANAGD ETF TR ULTRA SHRT DUR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

GSY was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.94% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GSY stock page Avestar Capital, LLC fund profile Avestar Capital, LLC full holdings
How Avestar Capital, LLC held GSY — position size vs. price
% of Fund (quarterly)    GSY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 280,495 +120,308 +75.1% 0.91% $14.1M 2026-02-14 (Est.) $50.02
2025 Q3 REDUCED 160,187 -16,740 -9.5% 0.53% $8.0M 2025-11-07 $49.41
2025 Q2 REDUCED 176,927 -80,150 -31.2% 0.61% $8.9M 2025-08-13 $48.85
2025 Q1 ADDED 257,077 +88,176 +52.2% 1.12% $12.9M 2025-05-14 $48.16
2024 Q4 REDUCED 168,901 -169,441 -50.1% 0.72% $8.5M 2025-01-29 $47.56
2024 Q3 ADDED 338,342 +22,797 +7.2% 1.75% $17.0M 2024-11-13 $47.04
2024 Q2 REDUCED 315,545 -279,713 -47.0% 1.62% $15.7M 2024-08-08 $46.35
2024 Q1 REDUCED 595,258 -142,882 -19.4% 3.11% $29.7M 2024-05-10 $45.60
2023 Q4 ADDED 738,140 +38,999 +5.6% 4.17% $36.8M 2024-02-12 $45.02
2023 Q3 ADDED 699,141 +439,977 +169.8% 4.94% $34.7M 2023-10-20 $43.92
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GSY

As of 2025 Q4 — sorted by position size

Advocate Investing Services LLC 14.51% Bramshill Investments, LLC 3Y 7Y 5.74% Hardworking Capital Advisors, LLC 4.99% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 4.02% Daner Wealth Management, LLC 3.43% FLOW TRADERS U.S. LLC 3Y 7Y 3.39% PLANWISER FINANCIAL, LLC 3.11% PERSPECTIVE WEALTH ADVISORS LLC 3.11% Wealth Intelligence, LLC 3.06% Transcendent Capital Group LLC 2.96%

FAQ About Avestar Capital, LLC and GSY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avestar Capital, LLC reported owning GSY?

Avestar Capital, LLC reported GSY across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported GSY position in Avestar Capital, LLC's portfolio?

The largest reported portfolio weight for GSY was 4.94% in 2023 Q3.

What is the latest reported GSY position on this page?

The most recent filing on this page is 2025 Q4, when Avestar Capital, LLC reported 280,495 shares, equal to 0.91% of portfolio, with an estimated market value of $14.1M.

What does the chart on this GSY ownership page compare?

The chart compares Avestar Capital, LLC's quarterly GSY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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