AWE
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Avidian Wealth Enterprises’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Avidian Wealth Enterprises’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 		$354K Buy
+7,056
New +$354K 0.01% 554
2026
Q1 		– Sell
-9,988
Closed -$502K – 684
2025
Q4 		$502K Sell
9,988
-204
-2% -$10.3K 0.02% 376
2025
Q3 		$512K Sell
10,192
-396
-4% -$19.9K 0.02% 363
2025
Q2 		$531K Buy
+10,588
New +$531K 0.02% 320

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

Avidian Wealth Enterprises's GSY Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q2 2026: 7,056 shares worth $354K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in GSY as recently as Q4 2025.

Avidian Wealth Enterprises first reported a position in GSY in Q2 2025 and has held it in 4 quarters since. The position peaked at $531K in Q2 2025. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Avidian Wealth Enterprises held 7,056 shares of Invesco Ultra Short Duration ETF worth $354K as of Q2 2026.
  • Invesco Ultra Short Duration ETF was a new Avidian Wealth Enterprises position in Q2 2026.
  • Invesco Ultra Short Duration ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #554 holding.
  • Avidian Wealth Enterprises first reported a position in Invesco Ultra Short Duration ETF in Q2 2025 and has held it in 4 quarters since.
  • Avidian Wealth Enterprises's Invesco Ultra Short Duration ETF position peaked at $531K in Q2 2025.
  • 298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.