Northwestern Mutual Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Northwestern Mutual 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	$5.13M	Buy	102,304 +4,319	+4%	+$217K	﹤0.01%	843
2026 Q1	$4.91M	Buy	97,985 +10,960	+13%	+$551K	﹤0.01%	814
2025 Q4	$4.37M	Sell	87,025 -17,338	-17%	-$872K	﹤0.01%	815
2025 Q3	$5.24M	Buy	104,363 +39,535	+61%	+$1.99M	﹤0.01%	724
2025 Q2	$3.25M	Buy	64,828 +26,111	+67%	+$1.31M	﹤0.01%	806
2025 Q1	$1.94M	Sell	38,717 -23,251	-38%	-$1.17M	﹤0.01%	916
2024 Q4	$3.11M	Buy	61,968 +29,319	+90%	+$1.47M	﹤0.01%	735
2024 Q3	$1.64M	Buy	32,649 +29,550	+954%	+$1.48M	﹤0.01%	910
2024 Q2	$155K	Buy	3,099 +194	+7%	+$9.69K	﹤0.01%	1663
2024 Q1	$145K	Buy	2,905 +895	+45%	+$44.7K	﹤0.01%	1672
2023 Q4	$100K	Hold	2,010	–	–	﹤0.01%	1786
2023 Q3	$99.9K	Sell	2,010 -7,206	-78%	-$358K	﹤0.01%	1716
2023 Q2	$457K	Buy	9,216 +2,191	+31%	+$109K	﹤0.01%	1190
2023 Q1	$348K	Hold	7,025	–	–	﹤0.01%	1249
2022 Q4	$347K	Hold	7,025	–	–	﹤0.01%	1238
2022 Q3	$347K	Hold	7,025	–	–	﹤0.01%	1195
2022 Q2	$348K	Hold	7,025	–	–	﹤0.01%	1192
2022 Q1	$350K	Sell	7,025 -2,095	-23%	-$105K	﹤0.01%	1219
2021 Q4	$459K	Buy	9,120 +783	+9%	+$39.4K	﹤0.01%	1112
2021 Q3	$421K	Buy	8,337 +6,124	+277%	+$309K	﹤0.01%	1056
2021 Q2	$112K	Buy	+2,213	New	+$112K	﹤0.01%	1546
2020 Q3	–	Sell	-83	Closed	-$4K	–	2590
2020 Q2	$4K	Sell	83 -2,855	-97%	-$143K	﹤0.01%	2106
2020 Q1	$145K	Sell	2,938 -1,000	-25%	-$50.1K	﹤0.01%	990
2019 Q4	$198K	Buy	3,938 +1,000	+34%	+$50.4K	﹤0.01%	958
2019 Q3	$148K	Buy	2,938 +2,338	+390%	+$118K	﹤0.01%	1005
2019 Q2	$30K	Buy	+600	New	+$30.2K	﹤0.01%	1575

Other funds holding GSY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management's GSY Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Invesco Ultra Short Duration ETF (GSY) stake by 4.4% in Q2 2026, buying an estimated $217K and bringing the position to 102,304 shares worth $5.13M. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Northwestern Mutual Wealth Management first reported a position in GSY in Q2 2019 and has held it in 26 quarters since. The position peaked at $5.24M in Q3 2025. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Northwestern Mutual Wealth Management held 102,304 shares of Invesco Ultra Short Duration ETF worth $5.13M as of Q2 2026.
Northwestern Mutual Wealth Management bought 4,319 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $217K.
Invesco Ultra Short Duration ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #843 holding.
Northwestern Mutual Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q2 2019 and has held it in 26 quarters since.
Northwestern Mutual Wealth Management's Invesco Ultra Short Duration ETF position peaked at $5.24M in Q3 2025.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.