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&Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History

&Partners’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 		$6.94M Buy
138,510
+10,062
+8% +$505K 0.03% 490
2026
Q1 		$6.44M Buy
128,448
+2,560
+2% +$129K 0.03% 453
2025
Q4 		$6.47M Buy
125,888
+20,257
+19% +$1.02M 0.03% 418
2025
Q3 		$5.3M Buy
105,631
+55,280
+110% +$2.78M 0.03% 401
2025
Q2 		$2.52M Buy
50,351
+27,616
+121% +$1.38M 0.02% 577
2025
Q1 		$1.14M Buy
22,735
+945
+4% +$47.4K 0.01% 773
2024
Q4 		$1.09M Buy
+21,790
New +$1.09M 0.01% 732

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

&Partners's GSY Position: Q2 2026 in Review

&Partners increased its Invesco Ultra Short Duration ETF (GSY) stake by 7.8% in Q2 2026, buying an estimated $505K and bringing the position to 138,510 shares worth $6.94M. The position accounts for 0.03% of the portfolio, ranked #490.

&Partners first reported a position in GSY in Q4 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • &Partners held 138,510 shares of Invesco Ultra Short Duration ETF worth $6.94M as of Q2 2026.
  • &Partners bought 10,062 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $505K.
  • Invesco Ultra Short Duration ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #490 holding.
  • &Partners first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 7 quarters since.
  • 300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.