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High Note Wealth’s Invesco Ultra Short Duration ETF GSY Stock Holding History

High Note 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 		$41 Hold
1
– – ﹤0.01% 929
2025
Q4 		$41 Hold
1
– – ﹤0.01% 902
2025
Q3 		$41 Hold
1
– – ﹤0.01% 861
2025
Q2 		$41 Hold
1
– – ﹤0.01% 870
2025
Q1 		$41 Hold
1
– – ﹤0.01% 875
2024
Q4 		$41 Buy
+1
New +$50 ﹤0.01% 890

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

High Note Wealth's GSY Position: Q1 2026 in Review

High Note Wealth held its Invesco Ultra Short Duration ETF (GSY) position steady in Q1 2026 at 1 share worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #929.

High Note Wealth first reported a position in GSY in Q4 2024 and has held it in 6 quarters since. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • High Note Wealth held 1 share of Invesco Ultra Short Duration ETF worth $41 as of Q1 2026.
  • High Note Wealth left its Invesco Ultra Short Duration ETF share count unchanged in Q1 2026.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #929 holding.
  • High Note Wealth first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 6 quarters since.
  • 292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.