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

Lodestone 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 		$28.5K Sell
569
-93
-14% -$4.67K 0.01% 372
2026
Q1 		$33.2K Buy
662
+6
+0.9% +$302 0.01% 341
2025
Q4 		$33K Buy
+656
New +$33K 0.01% 336

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

Lodestone Wealth Management's GSY Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Invesco Ultra Short Duration ETF (GSY) stake by 14% in Q2 2026, selling an estimated $4.67K and leaving 569 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #372.

Lodestone Wealth Management first reported a position in GSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.2K in Q1 2026. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Lodestone Wealth Management held 569 shares of Invesco Ultra Short Duration ETF worth $28.5K as of Q2 2026.
  • Lodestone Wealth Management sold 93 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $4.67K.
  • Invesco Ultra Short Duration ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Lodestone Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Invesco Ultra Short Duration ETF position peaked at $33.2K in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.