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Spectrum Wealth Counsel’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$13.4K Hold
268
– – ﹤0.01% 220
2024
Q4 		$13.4K Sell
268
-47
-15% -$2.36K ﹤0.01% 225
2024
Q3 		$15.8K Hold
315
– – ﹤0.01% 227
2024
Q2 		$15.7K Buy
315
+204
+184% +$10.2K ﹤0.01% 274
2024
Q1 		$5.54K Sell
111
-149
-57% -$7.44K ﹤0.01% 317
2023
Q4 		$13K Buy
+260
New +$12.9K ﹤0.01% 254

Other funds holding GSY

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spectrum Wealth Counsel's GSY Position: Q1 2025 in Review

Spectrum Wealth Counsel held its Invesco Ultra Short Duration ETF (GSY) position steady in Q1 2025 at 268 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Spectrum Wealth Counsel first reported a position in GSY in Q4 2023 and has held it in 6 quarters since. The position peaked at $15.8K in Q3 2024. 259 funds tracked by Wall St. Rank hold GSY as of Q1 2025.

  • Spectrum Wealth Counsel held 268 shares of Invesco Ultra Short Duration ETF worth $13.4K as of Q1 2025.
  • Spectrum Wealth Counsel left its Invesco Ultra Short Duration ETF share count unchanged in Q1 2025.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #220 holding.
  • Spectrum Wealth Counsel first reported a position in Invesco Ultra Short Duration ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Invesco Ultra Short Duration ETF position peaked at $15.8K in Q3 2024.
  • 259 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.