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

Peterson Wealth Services’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 Q3	$28.9K	Sell	578 -6,040	-91%	-$303K	0.01%	166
2026 Q2	$332K	Sell	6,618 -8,957	-58%	-$449K	0.07%	109
2026 Q1	$781K	Sell	15,575 -41,481	-73%	-$2.08M	0.19%	76
2025 Q4	$2.87M	Buy	57,056 +55,034	+2,722%	+$2.77M	0.73%	37
2025 Q3	$69.1K	Sell	2,022 -2,446	-55%	-$123K	0.02%	155
2025 Q2	$224K	Sell	4,468 -6,641	-60%	-$333K	0.06%	112
2025 Q1	$557K	Sell	11,109 -23,604	-68%	-$1.18M	0.17%	84
2024 Q4	$1.74M	Buy	34,713 +33,036	+1,970%	+$1.66M	0.52%	48
2024 Q3	$84.1K	Buy	+1,677	New	+$84K	0.03%	147

Other funds holding GSY

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Prairie Advisory Leawood, Kansas $863M AUM

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Peterson Wealth Services's GSY Position: Q3 2026 in Review

Peterson Wealth Services reduced its Invesco Ultra Short Duration ETF (GSY) stake by 91% in Q3 2026, selling an estimated $303K and leaving 578 shares worth $28.9K. The position accounts for 0.01% of the portfolio, ranked #166.

Peterson Wealth Services first reported a position in GSY in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.87M in Q4 2025. 182 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

Peterson Wealth Services held 578 shares of Invesco Ultra Short Duration ETF worth $28.9K as of Q3 2026.
Peterson Wealth Services sold 6,040 Invesco Ultra Short Duration ETF shares in Q3 2026, an estimated $303K.
Invesco Ultra Short Duration ETF made up 0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #166 holding.
Peterson Wealth Services first reported a position in Invesco Ultra Short Duration ETF in Q3 2024 and has held it in 9 quarters since.
Peterson Wealth Services's Invesco Ultra Short Duration ETF position peaked at $2.87M in Q4 2025.
182 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.