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Barnes Wealth Management Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Barnes Wealth Management Group’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 		$2.02M Buy
40,376
+608
+2% +$30.5K 0.94% 24
2026
Q1 		$1.99M Sell
39,768
-763
-2% -$38.3K 1.01% 27
2025
Q4 		$2.04M Buy
40,531
+1,010
+3% +$50.8K 1.09% 25
2025
Q3 		$1.99M Sell
39,521
-1,174
-3% -$58.9K 1.09% 26
2025
Q2 		$2.04M Buy
40,695
+1,751
+4% +$87.7K 1.21% 24
2025
Q1 		$1.95M Buy
38,944
+3,202
+9% +$161K 1.25% 21
2024
Q4 		$1.79M Buy
+35,742
New +$1.79M 1.2% 24

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

Barnes Wealth Management Group's GSY Position: Q2 2026 in Review

Barnes Wealth Management Group increased its Invesco Ultra Short Duration ETF (GSY) stake by 1.5% in Q2 2026, buying an estimated $30.5K and bringing the position to 40,376 shares worth $2.02M. The position accounts for 0.94% of the portfolio, ranked #24.

Barnes Wealth Management Group first reported a position in GSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q2 2025. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Barnes Wealth Management Group held 40,376 shares of Invesco Ultra Short Duration ETF worth $2.02M as of Q2 2026.
  • Barnes Wealth Management Group bought 608 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $30.5K.
  • Invesco Ultra Short Duration ETF made up 0.94% of Barnes Wealth Management Group's portfolio in Q2 2026, its #24 holding.
  • Barnes Wealth Management Group first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 7 quarters since.
  • Barnes Wealth Management Group's Invesco Ultra Short Duration ETF position peaked at $2.04M in Q2 2025.
  • 300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.