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 Q2	$1.03M	Buy	20,515 +123	+0.6%	+$6.17K	﹤0.01%	1643
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 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

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

Focus Partners Wealth increased its Invesco Ultra Short Duration ETF (GSY) stake by 0.6% in Q2 2026, buying an estimated $6.17K and bringing the position to 20,515 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Focus Partners Wealth first reported a position in GSY in Q3 2024 and has held it in 8 quarters since. 302 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Focus Partners Wealth held 20,515 shares of Invesco Ultra Short Duration ETF worth $1.03M as of Q2 2026.
Focus Partners Wealth bought 123 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $6.17K.
Invesco Ultra Short Duration ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1643 holding.
Focus Partners Wealth first reported a position in Invesco Ultra Short Duration ETF in Q3 2024 and has held it in 8 quarters since.
302 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.