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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
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 $445B AUM 25.58% 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 $44.6B AUM 28.94% 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 $6.28B AUM 24.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Curry Webb Wealth Management's GSY Position: Q1 2026 in Review

Curry Webb Wealth Management increased its Invesco Ultra Short Duration ETF (GSY) stake by 124% in Q1 2026, buying an estimated $6.15M and bringing the position to 221,496 shares worth $11.1M. The position accounts for 5.25% of the portfolio, ranked #5.

Curry Webb Wealth Management first reported a position in GSY in Q4 2025 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Curry Webb Wealth Management held 221,496 shares of Invesco Ultra Short Duration ETF worth $11.1M as of Q1 2026.
  • Curry Webb Wealth Management bought 122,420 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $6.15M.
  • Invesco Ultra Short Duration ETF made up 5.25% of Curry Webb Wealth Management's portfolio in Q1 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 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.