IFWM
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Institute for Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Institute for 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 		$289K Sell
5,760
-149
-3% -$7.47K 0.03% 433
2026
Q1 		$296K Buy
5,909
+479
+9% +$24.1K 0.03% 428
2025
Q4 		$273K Sell
5,430
-9,242
-63% -$465K 0.03% 458
2025
Q3 		$737K Buy
14,672
+166
+1% +$8.34K 0.08% 251
2025
Q2 		$727K Buy
14,506
+1,405
+11% +$70.4K 0.08% 247
2025
Q1 		$657K Buy
13,101
+175
+1% +$8.78K 0.08% 246
2024
Q4 		$648K Buy
12,926
+59
+0.5% +$2.96K 0.08% 245
2024
Q3 		$646K Buy
12,867
+108
+0.8% +$5.41K 0.08% 244
2024
Q2 		$637K Buy
12,759
+224
+2% +$11.2K 0.09% 237
2024
Q1 		$625K Buy
12,535
+700
+6% +$34.9K 0.08% 246
2023
Q4 		$590K Sell
11,835
-37
-0.3% -$1.84K 0.1% 235
2023
Q3 		$590K Sell
11,872
-637
-5% -$31.7K 0.11% 229
2023
Q2 		$621K Sell
12,509
-1,724
-12% -$85.7K 0.1% 225
2023
Q1 		$706K Sell
14,233
-747
-5% -$37.1K 0.13% 192
2022
Q4 		$741K Sell
14,980
-4,115
-22% -$203K 0.16% 186
2022
Q3 		$943K Sell
19,095
-3,642
-16% -$180K 0.21% 124
2022
Q2 		$1.13M Sell
22,737
-529
-2% -$26.3K 0.22% 118
2022
Q1 		$1.16M Sell
23,266
-2,794
-11% -$140K 0.19% 132
2021
Q4 		$1.31M Buy
26,060
+5,492
+27% +$277K 0.21% 120
2021
Q3 		$1.04M Buy
20,568
+1,577
+8% +$79.6K 0.18% 138
2021
Q2 		$959K Sell
18,991
-95
-0.5% -$4.8K 0.17% 159
2021
Q1 		$963K Buy
19,086
+622
+3% +$31.4K 0.18% 150
2020
Q4 		$934K Buy
18,464
+507
+3% +$25.6K 0.19% 140
2020
Q3 		$907K Sell
17,957
-3,067
-15% -$155K 0.21% 125
2020
Q2 		$1.06M Sell
21,024
-1,963
-9% -$98.4K 0.26% 105
2020
Q1 		$1.13M Buy
22,987
+5,076
+28% +$254K 0.35% 77
2019
Q4 		$902K Sell
17,911
-7,195
-29% -$363K 0.2% 141
2019
Q3 		$1.27M Sell
25,106
-22,566
-47% -$1.14M 0.32% 85
2019
Q2 		$2.4M Sell
47,672
-7,238
-13% -$364K 0.53% 42
2019
Q1 		$2.76M Sell
54,910
-4,763
-8% -$239K 0.6% 33
2018
Q4 		$2.99M Buy
+59,673
New +$3M 1.23% 14

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

Institute for Wealth Management's GSY Position: Q2 2026 in Review

Institute for Wealth Management reduced its Invesco Ultra Short Duration ETF (GSY) stake by 2.5% in Q2 2026, selling an estimated $7.47K and leaving 5,760 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #433.

Institute for Wealth Management first reported a position in GSY in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.99M in Q4 2018. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Institute for Wealth Management held 5,760 shares of Invesco Ultra Short Duration ETF worth $289K as of Q2 2026.
  • Institute for Wealth Management sold 149 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $7.47K.
  • Invesco Ultra Short Duration ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #433 holding.
  • Institute for Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2018 and has held it in 31 quarters since.
  • Institute for Wealth Management's Invesco Ultra Short Duration ETF position peaked at $2.99M in Q4 2018.
  • 300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.