Focus Partners Wealth
GSY icon

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

Focus Partners Wealth’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 		$1.02M Buy
20,392
+7,478
+58% +$376K ﹤0.01% 1613
2025
Q4 		$649K Buy
12,914
+5,781
+81% +$291K ﹤0.01% 1837
2025
Q3 		$358K Sell
7,133
-6,313
-47% -$317K ﹤0.01% 1761
2025
Q2 		$674K Buy
13,446
+5,119
+61% +$257K ﹤0.01% 1299
2025
Q1 		$417K Sell
8,327
-1,116
-12% -$56K ﹤0.01% 1422
2024
Q4 		$473K Buy
9,443
+3,314
+54% +$166K ﹤0.01% 1360
2024
Q3 		$308K Buy
+6,129
New +$307K ﹤0.01% 1315

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

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

Focus Partners Wealth increased its Invesco Ultra Short Duration ETF (GSY) stake by 58% in Q1 2026, buying an estimated $376K and bringing the position to 20,392 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1613.

Focus Partners Wealth 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.

  • Focus Partners Wealth held 20,392 shares of Invesco Ultra Short Duration ETF worth $1.02M as of Q1 2026.
  • Focus Partners Wealth bought 7,478 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $376K.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1613 holding.
  • Focus Partners Wealth 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 Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.