KWM
GSY icon

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

Kingsview 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 		$485K Buy
9,671
+707
+8% +$35.5K 0.01% 910
2025
Q4 		$450K Buy
8,964
+1,542
+21% +$77.5K 0.01% 877
2025
Q3 		$373K Sell
7,422
-1,415
-16% -$71.1K 0.01% 894
2025
Q2 		$443K Buy
8,837
+2,942
+50% +$147K 0.01% 815
2025
Q1 		$295K Sell
5,895
-4,752
-45% -$238K 0.01% 898
2024
Q4 		$534K Buy
+10,647
New +$534K 0.01% 714
2023
Q3 		– Sell
-4,100
Closed -$204K – 964
2023
Q2 		$204K Sell
4,100
-4,589
-53% -$228K 0.01% 855
2023
Q1 		$431K Hold
8,689
– – 0.02% 617
2022
Q4 		$430K Sell
8,689
-5,093
-37% -$251K 0.02% 552
2022
Q3 		$681K Sell
13,782
-3,673
-21% -$182K 0.03% 425
2022
Q2 		$865K Sell
17,455
-42,474
-71% -$2.11M 0.04% 401
2022
Q1 		$2.99M Sell
59,929
-3,728
-6% -$187K 0.13% 173
2021
Q4 		$3.2M Sell
63,657
-13,900
-18% -$700K 0.13% 163
2021
Q3 		$3.91M Sell
77,557
-9,708
-11% -$490K 0.19% 128
2021
Q2 		$4.4M Sell
87,265
-13,714
-14% -$692K 0.22% 109
2021
Q1 		$5.1M Buy
100,979
+2,390
+2% +$121K 0.29% 75
2020
Q4 		$4.99M Sell
98,589
-2,434
-2% -$123K 0.36% 62
2020
Q3 		$5.1M Buy
101,023
+7,841
+8% +$396K 0.46% 51
2020
Q2 		$4.7M Buy
93,182
+423
+0.5% +$21.2K 0.47% 48
2020
Q1 		$4.57M Buy
92,759
+19,681
+27% +$986K 0.62% 34
2019
Q4 		$3.68M Sell
73,078
-4,014
-5% -$202K 0.46% 66
2019
Q3 		$3.89M Buy
77,092
+44,310
+135% +$2.23M 0.61% 42
2019
Q2 		$1.65M Buy
32,782
+21,501
+191% +$1.08M 0.28% 102
2019
Q1 		$567K Buy
+11,281
New +$566K 0.09% 246

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

Kingsview Wealth Management's GSY Position: Q1 2026 in Review

Kingsview Wealth Management increased its Invesco Ultra Short Duration ETF (GSY) stake by 7.9% in Q1 2026, buying an estimated $35.5K and bringing the position to 9,671 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #910.

Kingsview Wealth Management first reported a position in GSY in Q1 2019 and has held it in 24 quarters since. The position peaked at $5.1M in Q3 2020. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Kingsview Wealth Management held 9,671 shares of Invesco Ultra Short Duration ETF worth $485K as of Q1 2026.
  • Kingsview Wealth Management bought 707 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $35.5K.
  • Invesco Ultra Short Duration ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #910 holding.
  • Kingsview Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2019 and has held it in 24 quarters since.
  • Kingsview Wealth Management's Invesco Ultra Short Duration ETF position peaked at $5.1M in Q3 2020.
  • 292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.