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SWMG LLC’s Invesco Ultra Short Duration ETF GSY Stock Holding History

SWMG LLC’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 		$1.2M Buy
23,898
+7,956
+50% +$399K 0.28% 32
2026
Q1 		$799K Buy
+15,942
New +$801K 0.23% 42

Other funds holding GSY

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWMG LLC's GSY Position: Q2 2026 in Review

SWMG LLC increased its Invesco Ultra Short Duration ETF (GSY) stake by 50% in Q2 2026, buying an estimated $399K and bringing the position to 23,898 shares worth $1.2M. The position accounts for 0.28% of the portfolio, ranked #32.

SWMG LLC first reported a position in GSY in Q1 2026 and has held it in 2 quarters since. 142 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • SWMG LLC held 23,898 shares of Invesco Ultra Short Duration ETF worth $1.2M as of Q2 2026.
  • SWMG LLC bought 7,956 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $399K.
  • Invesco Ultra Short Duration ETF made up 0.28% of SWMG LLC's portfolio in Q2 2026, its #32 holding.
  • SWMG LLC first reported a position in Invesco Ultra Short Duration ETF in Q1 2026 and has held it in 2 quarters since.
  • 142 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.