Sims Investment Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Sims Investment 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	$97.5K	Buy	+1,944	New	+$97.5K	0.03%	48

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

Sims Investment Management's GSY Position: Q2 2026 in Review

Sims Investment Management opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q2 2026: 1,944 shares worth $97.5K. The stake represents 0.03% of the portfolio and ranks #48 among its holdings.

298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Sims Investment Management held 1,944 shares of Invesco Ultra Short Duration ETF worth $97.5K as of Q2 2026.
Invesco Ultra Short Duration ETF was a new Sims Investment Management position in Q2 2026.
Invesco Ultra Short Duration ETF made up 0.03% of Sims Investment Management's portfolio in Q2 2026, its #48 holding.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.