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

NewEdge Wealth’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	$317K	Buy	6,318 +547	+9%	+$27.5K	﹤0.01%	949
2025 Q4	$290K	Buy	5,771 +1,071	+23%	+$53.8K	﹤0.01%	1034
2025 Q3	$236K	Hold	4,700	–	–	﹤0.01%	945
2025 Q2	$236K	Buy	4,700 +250	+6%	+$12.5K	﹤0.01%	894
2025 Q1	$223K	Hold	4,450	–	–	﹤0.01%	862
2024 Q4	$223K	Buy	4,450 +350	+9%	+$17.5K	﹤0.01%	860
2024 Q3	$206K	Sell	4,100 -3,000	-42%	-$150K	﹤0.01%	836
2024 Q2	$354K	Hold	7,100	–	–	0.01%	619
2024 Q1	$354K	Hold	7,100	–	–	0.01%	632
2023 Q4	$354K	Hold	7,100	–	–	0.01%	582
2023 Q3	$353K	Sell	7,100 -100	-1%	-$4.97K	0.01%	515
2023 Q2	$357K	Hold	7,200	–	–	0.01%	515
2023 Q1	$357K	Buy	+7,200	New	+$357K	0.01%	471

Other funds holding GSY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Wealth's GSY Position: Q1 2026 in Review

NewEdge Wealth increased its Invesco Ultra Short Duration ETF (GSY) stake by 9.5% in Q1 2026, buying an estimated $27.5K and bringing the position to 6,318 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

NewEdge Wealth first reported a position in GSY in Q1 2023 and has held it in 13 quarters since. The position peaked at $357K in Q2 2023. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

NewEdge Wealth held 6,318 shares of Invesco Ultra Short Duration ETF worth $317K as of Q1 2026.
NewEdge Wealth bought 547 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $27.5K.
Invesco Ultra Short Duration ETF made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #949 holding.
NewEdge Wealth first reported a position in Invesco Ultra Short Duration ETF in Q1 2023 and has held it in 13 quarters since.
NewEdge Wealth's Invesco Ultra Short Duration ETF position peaked at $357K in Q2 2023.
292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.