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Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group 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 Capstone Wealth Management Group 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 Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 201k 50.23
2025-03-31 $13M 267k 50.12
2024-12-31 $12M 233k 50.11

More positions owned by Capstone Wealth Management Group

Ishares Tr Short Treas Bd (SHV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Invesco Exchange Traded Fd T S&p 500 Vlu Momn (SPVM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Indl (XLI)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Capstone Wealth Management Group

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

LPL Financial
Morgan Stanley
Wells Fargo & Company
Gradient Investments
UBS Group
Cetera Investment Advisers
Raymond James Financial
Axxcess Wealth Management
Capital Asset Advisory Services
Bramshill Investments
Advisor Group Holdings
Atria Wealth Solutions
CWM
Greenleaf Trust
Gladstone Institutional Advisory

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