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

National Wealth Management Group’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	$946K	Buy	18,869 +2,047	+12%	+$103K	0.29%	83
2026 Q1	$843K	Buy	16,822 +5,026	+43%	+$253K	0.31%	74
2025 Q4	$593K	Buy	11,796 +3,235	+38%	+$163K	0.21%	110
2025 Q3	$430K	Sell	8,561 -1,025	-11%	-$51.5K	0.16%	145
2025 Q2	$481K	Sell	9,586 -524	-5%	-$26.3K	0.27%	89
2025 Q1	$507K	Sell	10,110 -52,098	-84%	-$2.61M	0.33%	71
2024 Q4	$3.12M	Sell	62,208 -142	-0.2%	-$7.12K	2.07%	12
2024 Q3	$3.13M	Buy	62,350 +42,685	+217%	+$2.14M	2.12%	13
2024 Q2	$981K	Sell	19,665 -1,050	-5%	-$52.4K	0.75%	34
2024 Q1	$1.03M	Buy	20,715 +15,608	+306%	+$779K	0.8%	32
2023 Q4	$255K	Sell	5,107 -4,980	-49%	-$248K	0.25%	114
2023 Q3	$501K	Sell	10,087 -15,363	-60%	-$764K	0.55%	53
2023 Q2	$1.27M	Buy	+25,450	New	+$1.26M	1.32%	21

Other funds holding GSY

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $215M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return