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Lineweaver Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Lineweaver Wealth Advisors’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 		$227K Buy
+4,524
New +$227K 0.03% 171
2026
Q1 		– Sell
-5,530
Closed -$278K – 178
2025
Q4 		$278K Buy
+5,530
New +$278K 0.04% 161

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

Lineweaver Wealth Advisors's GSY Position: Q2 2026 in Review

Lineweaver Wealth Advisors opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q2 2026: 4,524 shares worth $227K. The stake represents 0.03% of the portfolio and ranks #171 among its holdings. This is a return to the name: Lineweaver Wealth Advisors previously reported a position in GSY as recently as Q4 2025.

Lineweaver Wealth Advisors first reported a position in GSY in Q4 2025 and has held it in 2 quarters since. The position peaked at $278K in Q4 2025. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Lineweaver Wealth Advisors held 4,524 shares of Invesco Ultra Short Duration ETF worth $227K as of Q2 2026.
  • Invesco Ultra Short Duration ETF was a new Lineweaver Wealth Advisors position in Q2 2026.
  • Invesco Ultra Short Duration ETF made up 0.03% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #171 holding.
  • Lineweaver Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2025 and has held it in 2 quarters since.
  • Lineweaver Wealth Advisors's Invesco Ultra Short Duration ETF position peaked at $278K in Q4 2025.
  • 298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.