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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
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
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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Anchor Investment Management's GSY Position: Q1 2026 in Review

Anchor Investment Management held its Invesco Ultra Short Duration ETF (GSY) position steady in Q1 2026 at 273 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Anchor Investment Management first reported a position in GSY in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.7K in Q4 2025. 294 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Anchor Investment Management held 273 shares of Invesco Ultra Short Duration ETF worth $13.7K as of Q1 2026.
  • Anchor Investment Management left its Invesco Ultra Short Duration ETF share count unchanged in Q1 2026.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #794 holding.
  • Anchor Investment Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2025 and has held it in 5 quarters since.
  • Anchor Investment Management's Invesco Ultra Short Duration ETF position peaked at $13.7K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.