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Encompass More Asset Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Encompass More Asset 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
Q2 		$316K Buy
6,299
+2,242
+55% +$112K 0.05% 212
2026
Q1 		$203K Buy
+4,057
New +$204K 0.03% 231

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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Encompass More Asset Management's GSY Position: Q2 2026 in Review

Encompass More Asset Management increased its Invesco Ultra Short Duration ETF (GSY) stake by 55% in Q2 2026, buying an estimated $112K and bringing the position to 6,299 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #212.

Encompass More Asset Management first reported a position in GSY in Q1 2026 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Encompass More Asset Management held 6,299 shares of Invesco Ultra Short Duration ETF worth $316K as of Q2 2026.
  • Encompass More Asset Management bought 2,242 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $112K.
  • Invesco Ultra Short Duration ETF made up 0.05% of Encompass More Asset Management's portfolio in Q2 2026, its #212 holding.
  • Encompass More Asset Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.