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Redwood Financial Network’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Redwood Financial Network’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
Q1 		$4.89M Buy
97,512
+78,248
+406% +$3.93M 3.2% 3
2025
Q4 		$968K Buy
19,264
+7,449
+63% +$374K 0.62% 48
2025
Q3 		$594K Buy
11,815
+1,961
+20% +$98.5K 0.38% 79
2025
Q2 		$494K Buy
9,854
+897
+10% +$44.9K 0.33% 92
2025
Q1 		$449K Sell
8,957
-318
-3% -$15.9K 0.34% 90
2024
Q4 		$465K Buy
9,275
+273
+3% +$13.7K 0.35% 88
2024
Q3 		$452K Sell
9,002
-2,099
-19% -$105K 0.35% 90
2024
Q2 		$554K Sell
11,101
-111
-1% -$5.54K 0.47% 69
2024
Q1 		$559K Sell
11,212
-1,375
-11% -$68.6K 0.49% 64
2023
Q4 		$628K Buy
12,587
+1,341
+12% +$66.8K 0.61% 52
2023
Q3 		$559K Sell
11,246
-3,400
-23% -$169K 0.59% 55
2023
Q2 		$727K Buy
14,646
+337
+2% +$16.7K 0.68% 48
2023
Q1 		$710K Sell
14,309
-149
-1% -$7.39K 0.72% 40
2022
Q4 		$715K Sell
14,458
-6,619
-31% -$327K 0.81% 36
2022
Q3 		$1.04M Sell
21,077
-4,087
-16% -$203K 1.19% 22
2022
Q2 		$1.25M Sell
25,164
-503
-2% -$25K 1.36% 18
2022
Q1 		$1.28M Buy
+25,667
New +$1.28M 1.19% 21

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Redwood Financial Network's GSY Position: Q1 2026 in Review

Redwood Financial Network increased its Invesco Ultra Short Duration ETF (GSY) stake by 406% in Q1 2026, buying an estimated $3.93M and bringing the position to 97,512 shares worth $4.89M. The position accounts for 3.2% of the portfolio, ranked #3.

Redwood Financial Network first reported a position in GSY in Q1 2022 and has held it in 17 quarters since. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Redwood Financial Network held 97,512 shares of Invesco Ultra Short Duration ETF worth $4.89M as of Q1 2026.
  • Redwood Financial Network bought 78,248 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $3.93M.
  • Invesco Ultra Short Duration ETF made up 3.2% of Redwood Financial Network's portfolio in Q1 2026, its #3 holding.
  • Redwood Financial Network first reported a position in Invesco Ultra Short Duration ETF in Q1 2022 and has held it in 17 quarters since.
  • 292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Redwood Financial Network's 13F filing for Q1 2026, filed 14 May 2026.