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Spirepoint Private Client’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Spirepoint Private Client’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 		$586K Hold
11,688
– – 0.05% 182
2026
Q1 		$586K Hold
11,688
– – 0.06% 170
2025
Q4 		$587K Sell
11,688
-5,662
-33% -$285K 0.06% 157
2025
Q3 		$872K Hold
17,350
– – 0.09% 126
2025
Q2 		$870K Buy
+17,350
New +$869K 0.1% 118

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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Spirepoint Private Client's GSY Position: Q2 2026 in Review

Spirepoint Private Client held its Invesco Ultra Short Duration ETF (GSY) position steady in Q2 2026 at 11,688 shares worth $586K. The position accounts for 0.05% of the portfolio, ranked #182.

Spirepoint Private Client first reported a position in GSY in Q2 2025 and has held it in 5 quarters since. The position peaked at $872K in Q3 2025. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Spirepoint Private Client held 11,688 shares of Invesco Ultra Short Duration ETF worth $586K as of Q2 2026.
  • Spirepoint Private Client left its Invesco Ultra Short Duration ETF share count unchanged in Q2 2026.
  • Invesco Ultra Short Duration ETF made up 0.05% of Spirepoint Private Client's portfolio in Q2 2026, its #182 holding.
  • Spirepoint Private Client first reported a position in Invesco Ultra Short Duration ETF in Q2 2025 and has held it in 5 quarters since.
  • Spirepoint Private Client's Invesco Ultra Short Duration ETF position peaked at $872K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.