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

Beta Wealth 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
Q1 		$775K Buy
15,455
+8,515
+123% +$428K 0.32% 53
2025
Q4 		$349K Sell
6,940
-2,942
-30% -$148K 0.14% 97
2025
Q3 		$496K Buy
9,882
+3,364
+52% +$169K 0.2% 87
2025
Q2 		$327K Buy
6,518
+2,438
+60% +$122K 0.12% 89
2025
Q1 		$205K Buy
+4,080
New +$205K 0.07% 101

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beta Wealth Group's GSY Position: Q1 2026 in Review

Beta Wealth Group increased its Invesco Ultra Short Duration ETF (GSY) stake by 123% in Q1 2026, buying an estimated $428K and bringing the position to 15,455 shares worth $775K. The position accounts for 0.32% of the portfolio, ranked #53.

Beta Wealth Group first reported a position in GSY in Q1 2025 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Beta Wealth Group held 15,455 shares of Invesco Ultra Short Duration ETF worth $775K as of Q1 2026.
  • Beta Wealth Group bought 8,515 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $428K.
  • Invesco Ultra Short Duration ETF made up 0.32% of Beta Wealth Group's portfolio in Q1 2026, its #53 holding.
  • Beta Wealth Group first reported a position in Invesco Ultra Short Duration ETF in Q1 2025 and has held it in 5 quarters since.
  • 292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.