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

Drive 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
2025
Q4 		– Sell
-8,134
Closed -$409K – 394
2025
Q3 		$409K Sell
8,134
-149,922
-95% -$7.53M 0.09% 195
2025
Q2 		$7.92M Sell
158,056
-12,204
-7% -$612K 1.74% 13
2025
Q1 		$8.53M Buy
170,260
+17,219
+11% +$864K 2% 13
2024
Q4 		$7.67M Sell
153,041
-10,417
-6% -$522K 1.88% 13
2024
Q3 		$8.2M Buy
163,458
+34,818
+27% +$1.74M 2.14% 10
2024
Q2 		$6.42M Sell
128,640
-1,321
-1% -$65.9K 1.73% 12
2024
Q1 		$6.48M Sell
129,961
-1,299
-1% -$64.8K 1.82% 13
2023
Q4 		$6.55M Sell
131,260
-2,838
-2% -$141K 2.11% 10
2023
Q3 		$6.66M Buy
134,098
+2,529
+2% +$126K 2.43% 9
2023
Q2 		$6.53M Buy
131,569
+89,841
+215% +$4.46M 2.42% 11
2023
Q1 		$2.07M Buy
+41,728
New +$2.07M 0.87% 21

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Drive Wealth Management's GSY Position: Q4 2025 in Review

Drive Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2025, closing a stake of 8,134 shares — an estimated $409K sold.

Drive Wealth Management first reported a position in GSY in Q1 2023 and held it in 11 quarters. The position peaked at $8.53M in Q1 2025. 275 funds tracked by Wall St. Rank hold GSY as of Q4 2025.

  • Drive Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2025 after selling out during the quarter.
  • Drive Wealth Management sold 8,134 Invesco Ultra Short Duration ETF shares in Q4 2025, an estimated $409K.
  • Drive Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2023 and held it in 11 quarters.
  • Drive Wealth Management's Invesco Ultra Short Duration ETF position peaked at $8.53M in Q1 2025.
  • 275 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.