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Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income

Tip: Access up to 7 years of quarterly data

All positions including Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $78M 1.6M 50.25

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Meta Platforms Cl A (META)
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Harbor Etf Trust Internatnal Comp (OSEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income

LPL Financial
Wells Fargo & Company
Axxcess Wealth Management
UBS Group
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Cambridge Investment Research Advisors
Gradient Investments
Capital Asset Advisory Services
Cetera Investment Advisers
Raymond James Financial
Bramshill Investments
Advisor Group Holdings
CWM
Gladstone Institutional Advisory
Greenleaf Trust

View all funds holding Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income