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Impact Partnership Wealth’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Impact Partnership 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
Q2 		$1.96M Buy
39,159
+8,361
+27% +$419K 0.19% 79
2026
Q1 		$1.54M Buy
30,798
+5,330
+21% +$268K 0.19% 73
2025
Q4 		$1.28M Sell
25,468
-1,197
-4% -$60.2K 0.16% 83
2025
Q3 		$1.34M Buy
26,665
+14,615
+121% +$734K 0.2% 68
2025
Q2 		$604K Buy
+12,050
New +$604K 0.11% 115

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

Impact Partnership Wealth's GSY Position: Q2 2026 in Review

Impact Partnership Wealth increased its Invesco Ultra Short Duration ETF (GSY) stake by 27% in Q2 2026, buying an estimated $419K and bringing the position to 39,159 shares worth $1.96M. The position accounts for 0.19% of the portfolio, ranked #79.

Impact Partnership Wealth first reported a position in GSY in Q2 2025 and has held it in 5 quarters since. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Impact Partnership Wealth held 39,159 shares of Invesco Ultra Short Duration ETF worth $1.96M as of Q2 2026.
  • Impact Partnership Wealth bought 8,361 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $419K.
  • Invesco Ultra Short Duration ETF made up 0.19% of Impact Partnership Wealth's portfolio in Q2 2026, its #79 holding.
  • Impact Partnership Wealth first reported a position in Invesco Ultra Short Duration ETF in Q2 2025 and has held it in 5 quarters since.
  • 298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.