Cyndeo Wealth Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Cyndeo Wealth Partners’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	$21M	Buy	419,129 +15,684	+4%	+$787K	0.99%	18
2026 Q1	$20.2M	Buy	403,445 +37,734	+10%	+$1.9M	1.06%	19
2025 Q4	$18.4M	Buy	365,711 +13,602	+4%	+$684K	0.99%	25
2025 Q3	$17.7M	Sell	352,109 -1,315	-0.4%	-$66K	0.98%	27
2025 Q2	$17.7M	Buy	353,424 +4,106	+1%	+$206K	1.05%	19
2025 Q1	$17.5M	Buy	349,318 +25,470	+8%	+$1.28M	1.15%	18
2024 Q4	$16.2M	Buy	323,848 +7,483	+2%	+$375K	1.1%	19
2024 Q3	$15.9M	Buy	+316,365	New	+$15.9M	1.11%	20

Other funds holding GSY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cyndeo Wealth Partners's GSY Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Invesco Ultra Short Duration ETF (GSY) stake by 3.9% in Q2 2026, buying an estimated $787K and bringing the position to 419,129 shares worth $21M. The position accounts for 0.99% of the portfolio, ranked #18.

Cyndeo Wealth Partners first reported a position in GSY in Q3 2024 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Cyndeo Wealth Partners held 419,129 shares of Invesco Ultra Short Duration ETF worth $21M as of Q2 2026.
Cyndeo Wealth Partners bought 15,684 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $787K.
Invesco Ultra Short Duration ETF made up 0.99% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #18 holding.
Cyndeo Wealth Partners first reported a position in Invesco Ultra Short Duration ETF in Q3 2024 and has held it in 8 quarters since.
300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.