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GC Wealth Management RIA’s Invesco Ultra Short Duration ETF GSY Stock Holding History

GC Wealth Management RIA’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 		– Sell
-42,125
Closed -$2.12M – 527
2025
Q4 		$2.12M Buy
42,125
+24,570
+140% +$1.24M 0.08% 159
2025
Q3 		$882K Buy
+17,555
New +$881K 0.03% 374

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
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GC Wealth Management RIA's GSY Position: Q1 2026 in Review

GC Wealth Management RIA sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2026, closing a stake of 42,125 shares — an estimated $2.12M sold.

GC Wealth Management RIA first reported a position in GSY in Q3 2025 and held it in 2 quarters. The position peaked at $2.12M in Q4 2025. 295 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • GC Wealth Management RIA reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2026 after selling out during the quarter.
  • GC Wealth Management RIA sold 42,125 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $2.12M.
  • GC Wealth Management RIA first reported a position in Invesco Ultra Short Duration ETF in Q3 2025 and held it in 2 quarters.
  • GC Wealth Management RIA's Invesco Ultra Short Duration ETF position peaked at $2.12M in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on GC Wealth Management RIA's 13F filing for Q1 2026, filed 14 May 2026.