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Pitti Group Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Pitti Group 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 		$2.07M Buy
41,356
+9,062
+28% +$455K 1.51% 16
2026
Q1 		$1.62M Buy
32,294
+2,956
+10% +$149K 1.31% 20
2025
Q4 		$1.47M Buy
29,338
+1,192
+4% +$59.9K 1.21% 25
2025
Q3 		$1.41M Buy
28,146
+4,310
+18% +$216K 1.2% 23
2025
Q2 		$1.2M Buy
23,836
+749
+3% +$37.5K 1.03% 25
2025
Q1 		$1.16M Buy
23,087
+562
+2% +$28.2K 1.19% 25
2024
Q4 		$1.13M Buy
22,525
+11,030
+96% +$553K 1.14% 28
2024
Q3 		$573K Hold
11,495
– – 0.62% 36
2024
Q2 		$573K Sell
11,495
-440
-4% -$22K 0.62% 36
2024
Q1 		$596K Buy
11,935
+440
+4% +$22K 0.67% 34
2023
Q4 		$573K Sell
11,495
-234
-2% -$11.7K 0.62% 36
2023
Q3 		$583K Sell
11,729
-678
-5% -$33.7K 0.67% 37
2023
Q2 		$616K Buy
12,407
+100
+0.8% +$4.97K 0.69% 37
2023
Q1 		$610K Buy
12,307
+70
+0.6% +$3.47K 0.68% 35
2022
Q4 		$605K Buy
12,237
+821
+7% +$40.5K 0.72% 36
2022
Q3 		$564K Sell
11,416
-2,359
-17% -$117K 0.78% 31
2022
Q2 		$683K Sell
13,775
-1,904
-12% -$94.6K 0.93% 27
2022
Q1 		$781K Sell
15,679
-11,713
-43% -$586K 0.91% 28
2021
Q4 		$1.38M Buy
+27,392
New +$1.38M 1.54% 20

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

Pitti Group Wealth Management's GSY Position: Q2 2026 in Review

Pitti Group Wealth Management increased its Invesco Ultra Short Duration ETF (GSY) stake by 28% in Q2 2026, buying an estimated $455K and bringing the position to 41,356 shares worth $2.07M. The position accounts for 1.51% of the portfolio, ranked #16.

Pitti Group Wealth Management first reported a position in GSY in Q4 2021 and has held it in 19 quarters since. 299 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Pitti Group Wealth Management held 41,356 shares of Invesco Ultra Short Duration ETF worth $2.07M as of Q2 2026.
  • Pitti Group Wealth Management bought 9,062 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $455K.
  • Invesco Ultra Short Duration ETF made up 1.51% of Pitti Group Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Pitti Group Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and has held it in 19 quarters since.
  • 299 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

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