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

Gateway Wealth Partners’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 		$584K Sell
11,647
-13,087
-53% -$657K 0.04% 437
2026
Q1 		$1.24M Buy
24,734
+12,839
+108% +$645K 0.05% 335
2025
Q4 		$598K Buy
11,895
+1,515
+15% +$76.2K 0.07% 254
2025
Q3 		$521K Sell
10,380
-498
-5% -$25K 0.07% 243
2025
Q2 		$545K Sell
10,878
-200
-2% -$10K 0.1% 189
2025
Q1 		$555K Sell
11,078
-1,277
-10% -$64K 0.12% 168
2024
Q4 		$619K Sell
12,355
-1,810
-13% -$90.8K 0.16% 142
2024
Q3 		$711K Sell
14,165
-178
-1% -$8.92K 0.2% 113
2024
Q2 		$716K Sell
14,343
-11,067
-44% -$552K 0.22% 107
2024
Q1 		$1.27M Sell
25,410
-777
-3% -$38.8K 0.46% 62
2023
Q4 		$1.31M Sell
26,187
-345
-1% -$17.2K 0.53% 48
2023
Q3 		$1.32M Sell
26,532
-26,263
-50% -$1.31M 0.24% 68
2023
Q2 		$2.62M Buy
52,795
+11,215
+27% +$557K 0.47% 47
2023
Q1 		$2.06M Buy
+41,580
New +$2.06M 0.32% 53

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

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

Gateway Wealth Partners reduced its Invesco Ultra Short Duration ETF (GSY) stake by 53% in Q2 2026, selling an estimated $657K and leaving 11,647 shares worth $584K. The position accounts for 0.04% of the portfolio, ranked #437.

Gateway Wealth Partners first reported a position in GSY in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.62M in Q2 2023. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Gateway Wealth Partners held 11,647 shares of Invesco Ultra Short Duration ETF worth $584K as of Q2 2026.
  • Gateway Wealth Partners sold 13,087 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $657K.
  • Invesco Ultra Short Duration ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #437 holding.
  • Gateway Wealth Partners first reported a position in Invesco Ultra Short Duration ETF in Q1 2023 and has held it in 14 quarters since.
  • Gateway Wealth Partners's Invesco Ultra Short Duration ETF position peaked at $2.62M in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.