4WM
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4J Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

4J Wealth Management’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 		$472K Sell
9,406
-95
-1% -$4.77K 0.23% 64
2026
Q1 		$476K Sell
9,501
-200
-2% -$10.1K 0.27% 57
2025
Q4 		$487K Buy
9,701
+620
+7% +$31.2K 0.28% 54
2025
Q3 		$456K Hold
9,081
– – 0.27% 57
2025
Q2 		$455K Hold
9,081
– – 0.31% 55
2025
Q1 		$455K Hold
9,081
– – 0.36% 48
2024
Q4 		$455K Buy
9,081
+200
+2% +$10K 0.37% 47
2024
Q3 		$446K Sell
8,881
-744
-8% -$37.3K 0.35% 50
2024
Q2 		$480K Hold
9,625
– – 0.4% 45
2024
Q1 		$480K Buy
9,625
+862
+10% +$43K 0.41% 47
2023
Q4 		$437K Hold
8,763
– – 0.4% 52
2023
Q3 		$436K Hold
8,763
– – 0.43% 51
2023
Q2 		$435K Sell
8,763
-450
-5% -$22.4K 0.42% 55
2023
Q1 		$457K Sell
9,213
-45
-0.5% -$2.23K 0.49% 48
2022
Q4 		$458K Buy
9,258
+100
+1% +$4.94K 0.53% 43
2022
Q3 		$452K Buy
9,158
+1,778
+24% +$88.1K 0.58% 38
2022
Q2 		$366K Sell
7,380
-100
-1% -$4.97K 0.46% 45
2022
Q1 		$373K Sell
7,480
-850
-10% -$42.5K 0.33% 50
2021
Q4 		$419K Sell
8,330
-1,000
-11% -$50.4K 0.35% 48
2021
Q3 		$471K Sell
9,330
-235
-2% -$11.9K 0.41% 45
2021
Q2 		$483K Sell
9,565
-2,780
-23% -$140K 0.42% 44
2021
Q1 		$623K Sell
12,345
-250
-2% -$12.6K 0.58% 42
2020
Q4 		$637K Buy
+12,595
New +$637K 0.61% 41

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

4J Wealth Management's GSY Position: Q2 2026 in Review

4J Wealth Management reduced its Invesco Ultra Short Duration ETF (GSY) stake by 1% in Q2 2026, selling an estimated $4.77K and leaving 9,406 shares worth $472K. The position accounts for 0.23% of the portfolio, ranked #64.

4J Wealth Management first reported a position in GSY in Q4 2020 and has held it in 23 quarters since. The position peaked at $637K in Q4 2020. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • 4J Wealth Management held 9,406 shares of Invesco Ultra Short Duration ETF worth $472K as of Q2 2026.
  • 4J Wealth Management sold 95 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $4.77K.
  • Invesco Ultra Short Duration ETF made up 0.23% of 4J Wealth Management's portfolio in Q2 2026, its #64 holding.
  • 4J Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2020 and has held it in 23 quarters since.
  • 4J Wealth Management's Invesco Ultra Short Duration ETF position peaked at $637K in Q4 2020.
  • 300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.