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

Noble Wealth Management PBC’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 		$5.01K Sell
100
-224
-69% -$11.2K ﹤0.01% 523
2026
Q1 		$16.2K Sell
324
-761
-70% -$38.2K 0.01% 398
2025
Q4 		$54.5K Sell
1,085
-4,986
-82% -$251K 0.03% 257
2025
Q3 		$305K Buy
+6,071
New +$305K 0.16% 113
2025
Q1 		$583K Sell
11,629
-8,785
-43% -$441K 0.4% 74
2024
Q4 		$1.02M Buy
+20,414
New +$1.02M 0.71% 46

Other funds holding GSY

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Noble Wealth Management PBC's GSY Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Invesco Ultra Short Duration ETF (GSY) stake by 69% in Q2 2026, selling an estimated $11.2K and leaving 100 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Noble Wealth Management PBC first reported a position in GSY in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.02M in Q4 2024. 119 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Noble Wealth Management PBC held 100 shares of Invesco Ultra Short Duration ETF worth $5.01K as of Q2 2026.
  • Noble Wealth Management PBC sold 224 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $11.2K.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of Noble Wealth Management PBC's portfolio in Q2 2026, its #523 holding.
  • Noble Wealth Management PBC first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's Invesco Ultra Short Duration ETF position peaked at $1.02M in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.