IFWM
GSY icon

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
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 $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

Institute for Wealth Management's GSY Position: Q1 2026 in Review

Institute for Wealth Management increased its Invesco Ultra Short Duration ETF (GSY) stake by 8.8% in Q1 2026, buying an estimated $24.1K and bringing the position to 5,909 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #428.

Institute for Wealth Management first reported a position in GSY in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.99M in Q4 2018. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Institute for Wealth Management held 5,909 shares of Invesco Ultra Short Duration ETF worth $296K as of Q1 2026.
  • Institute for Wealth Management bought 479 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $24.1K.
  • Invesco Ultra Short Duration ETF made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #428 holding.
  • Institute for Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2018 and has held it in 30 quarters since.
  • Institute for Wealth Management's Invesco Ultra Short Duration ETF position peaked at $2.99M in Q4 2018.
  • 292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

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