Anchor Investment Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Anchor Investment 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	$13.7K	Hold	273	–	–	﹤0.01%	837
2026 Q1	$13.7K	Hold	273	–	–	﹤0.01%	794
2025 Q4	$13.7K	Buy	273 +2	+0.7%	+$101	﹤0.01%	776
2025 Q3	$13.6K	Buy	271 +3	+1%	+$151	﹤0.01%	774
2025 Q2	$13.4K	Buy	268 +3	+1%	+$150	﹤0.01%	768
2025 Q1	$13.3K	Buy	+265	New	+$13.3K	﹤0.01%	758

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

Anchor Investment Management's GSY Position: Q2 2026 in Review

Anchor Investment Management held its Invesco Ultra Short Duration ETF (GSY) position steady in Q2 2026 at 273 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Anchor Investment Management first reported a position in GSY in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.7K in Q4 2025. 302 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Anchor Investment Management held 273 shares of Invesco Ultra Short Duration ETF worth $13.7K as of Q2 2026.
Anchor Investment Management left its Invesco Ultra Short Duration ETF share count unchanged in Q2 2026.
Invesco Ultra Short Duration ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #837 holding.
Anchor Investment Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2025 and has held it in 6 quarters since.
Anchor Investment Management's Invesco Ultra Short Duration ETF position peaked at $13.7K in Q4 2025.
302 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.