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 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 $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

Peterson Wealth Services's GSY Position: Q2 2026 in Review

Peterson Wealth Services reduced its Invesco Ultra Short Duration ETF (GSY) stake by 58% in Q2 2026, selling an estimated $449K and leaving 6,618 shares worth $332K. The position accounts for 0.07% of the portfolio, ranked #109.

Peterson Wealth Services first reported a position in GSY in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.87M in Q4 2025. 301 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Peterson Wealth Services held 6,618 shares of Invesco Ultra Short Duration ETF worth $332K as of Q2 2026.
Peterson Wealth Services sold 8,957 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $449K.
Invesco Ultra Short Duration ETF made up 0.07% of Peterson Wealth Services's portfolio in Q2 2026, its #109 holding.
Peterson Wealth Services first reported a position in Invesco Ultra Short Duration ETF in Q3 2024 and has held it in 8 quarters since.
Peterson Wealth Services's Invesco Ultra Short Duration ETF position peaked at $2.87M in Q4 2025.
301 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.