Curry Webb Wealth Management
GSY icon

Curry Webb Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Curry Webb Wealth 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
Q3 		$11.4M Hold
226,685
– – 4.71% 5
2026
Q2 		$11.4M Buy
226,685
+5,189
+2% +$260K 4.71% 5
2026
Q1 		$11.1M Buy
221,496
+122,420
+124% +$6.15M 5.25% 5
2025
Q4 		$4.98M Buy
+99,076
New +$4.98M 2.47% 12

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Curry Webb Wealth Management's GSY Position: Q3 2026 in Review

Curry Webb Wealth Management held its Invesco Ultra Short Duration ETF (GSY) position steady in Q3 2026 at 226,685 shares worth $11.4M. The position accounts for 4.71% of the portfolio, ranked #5.

Curry Webb Wealth Management first reported a position in GSY in Q4 2025 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

  • Curry Webb Wealth Management held 226,685 shares of Invesco Ultra Short Duration ETF worth $11.4M as of Q3 2026.
  • Curry Webb Wealth Management left its Invesco Ultra Short Duration ETF share count unchanged in Q3 2026.
  • Invesco Ultra Short Duration ETF made up 4.71% of Curry Webb Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Curry Webb Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2025 and has held it in 4 quarters since.
  • 247 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on Curry Webb Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.