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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cyndeo Wealth Partners's GSY Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Invesco Ultra Short Duration ETF (GSY) stake by 10% in Q1 2026, buying an estimated $1.9M and bringing the position to 403,445 shares worth $20.2M. The position accounts for 1.06% of the portfolio, ranked #19.

Cyndeo Wealth Partners first reported a position in GSY in Q3 2024 and has held it in 7 quarters since. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

Cyndeo Wealth Partners held 403,445 shares of Invesco Ultra Short Duration ETF worth $20.2M as of Q1 2026.
Cyndeo Wealth Partners bought 37,734 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $1.9M.
Invesco Ultra Short Duration ETF made up 1.06% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #19 holding.
Cyndeo Wealth Partners first reported a position in Invesco Ultra Short Duration ETF in Q3 2024 and has held it in 7 quarters since.
292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.