PW Nova Financial Services
GSY icon

PW Nova Financial Services’s Invesco Ultra Short Duration ETF GSY Stock Holding History

PW Nova Financial 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 		$6.56M Buy
131,468
+4,114
+3% +$206K 1.34% 18
2026
Q2 		$6.39M Buy
+127,354
New +$6.39M 1.37% 18
2026
Q1 		– Hold
0
– – – 17

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PA
Prairie Advisory Leawood, Kansas $863M AUM
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
First Merchants Corp
First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return
Wealth Intelligence
Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return
Foronjy Financial
Foronjy Financial Santa Barbara, California $285M AUM 8.69% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

PW Nova Financial Services's GSY Position: Q3 2026 in Review

PW Nova Financial Services increased its Invesco Ultra Short Duration ETF (GSY) stake by 3.2% in Q3 2026, buying an estimated $206K and bringing the position to 131,468 shares worth $6.56M. The position accounts for 1.34% of the portfolio, ranked #18.

PW Nova Financial Services first reported a position in GSY in Q2 2026 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold GSY as of Q3 2026.

  • PW Nova Financial Services held 131,468 shares of Invesco Ultra Short Duration ETF worth $6.56M as of Q3 2026.
  • PW Nova Financial Services bought 4,114 Invesco Ultra Short Duration ETF shares in Q3 2026, an estimated $206K.
  • Invesco Ultra Short Duration ETF made up 1.34% of PW Nova Financial Services's portfolio in Q3 2026, its #18 holding.
  • PW Nova Financial Services first reported a position in Invesco Ultra Short Duration ETF in Q2 2026 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.