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Foundation Wealth Management (Pennsylvania)’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$270K Hold
5,377
– – 0.08% 92
2026
Q1 		$269K Hold
5,377
– – 0.1% 79
2025
Q4 		$270K Hold
5,377
– – 0.1% 78
2025
Q3 		$270K Buy
5,377
+537
+11% +$27K 0.1% 76
2025
Q2 		$243K Hold
4,840
– – 0.11% 85
2025
Q1 		$243K Hold
4,840
– – 0.12% 79
2024
Q4 		$243K Buy
+4,840
New +$243K 0.12% 80

Other funds holding GSY

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s GSY Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) held its Invesco Ultra Short Duration ETF (GSY) position steady in Q2 2026 at 5,377 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #92.

Foundation Wealth Management (Pennsylvania) first reported a position in GSY in Q4 2024 and has held it in 7 quarters since. The position peaked at $270K in Q4 2025. 156 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 5,377 shares of Invesco Ultra Short Duration ETF worth $270K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) left its Invesco Ultra Short Duration ETF share count unchanged in Q2 2026.
  • Invesco Ultra Short Duration ETF made up 0.08% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #92 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s Invesco Ultra Short Duration ETF position peaked at $270K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.