SWM
GSY icon

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

SHP 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
Q1 		$34.5K Hold
688
– – ﹤0.01% 581
2025
Q4 		$34.6K Buy
+688
New +$34.6K ﹤0.01% 563

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 $1.66T 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 $44.6B AUM 28.94% 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 $6.28B AUM 24.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SHP Wealth Management's GSY Position: Q1 2026 in Review

SHP Wealth Management held its Invesco Ultra Short Duration ETF (GSY) position steady in Q1 2026 at 688 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

SHP Wealth Management first reported a position in GSY in Q4 2025 and has held it in 2 quarters since. The position peaked at $34.6K in Q4 2025. 293 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • SHP Wealth Management held 688 shares of Invesco Ultra Short Duration ETF worth $34.5K as of Q1 2026.
  • SHP Wealth Management left its Invesco Ultra Short Duration ETF share count unchanged in Q1 2026.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #581 holding.
  • SHP Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Invesco Ultra Short Duration ETF position peaked at $34.6K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.