HWM
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Howard Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Howard Wealth Management’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 		$294K Buy
5,858
+217
+4% +$10.9K 0.11% 116
2026
Q1 		$283K Buy
5,641
+528
+10% +$26.5K 0.12% 115
2025
Q4 		$257K Buy
5,113
+728
+17% +$36.6K 0.11% 113
2025
Q3 		$220K Buy
+4,385
New +$220K 0.1% 122
2022
Q4 		– Sell
-5,951
Closed -$293K – 117
2022
Q3 		$293K Buy
+5,951
New +$295K 0.21% 93
2022
Q2 		– Sell
-14,933
Closed -$744K – 83
2022
Q1 		$744K Sell
14,933
-313
-2% -$15.7K 0.41% 58
2021
Q4 		$766K Sell
15,246
-1,558
-9% -$78.5K 0.4% 58
2021
Q3 		$848K Buy
16,804
+97
+0.6% +$4.9K 0.47% 57
2021
Q2 		$843K Sell
16,707
-1,967
-11% -$99.3K 0.46% 59
2021
Q1 		$942K Sell
18,674
-332
-2% -$16.8K 0.55% 52
2020
Q4 		$961K Buy
19,006
+476
+3% +$24.1K 0.6% 44
2020
Q3 		$936K Buy
18,530
+5,150
+38% +$260K 0.67% 42
2020
Q2 		$674K Buy
13,380
+5,280
+65% +$265K 0.55% 47
2020
Q1 		$399K Buy
8,100
+6,700
+479% +$336K 0.42% 58
2019
Q4 		$70K Buy
+1,400
New +$70.6K 0.06% 166

Other funds holding GSY

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Howard Wealth Management's GSY Position: Q2 2026 in Review

Howard Wealth Management increased its Invesco Ultra Short Duration ETF (GSY) stake by 3.8% in Q2 2026, buying an estimated $10.9K and bringing the position to 5,858 shares worth $294K. The position accounts for 0.11% of the portfolio, ranked #116.

Howard Wealth Management first reported a position in GSY in Q4 2019 and has held it in 15 quarters since. The position peaked at $961K in Q4 2020. 109 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Howard Wealth Management held 5,858 shares of Invesco Ultra Short Duration ETF worth $294K as of Q2 2026.
  • Howard Wealth Management bought 217 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $10.9K.
  • Invesco Ultra Short Duration ETF made up 0.11% of Howard Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Howard Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2019 and has held it in 15 quarters since.
  • Howard Wealth Management's Invesco Ultra Short Duration ETF position peaked at $961K in Q4 2020.
  • 109 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.