TCWM
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Total Clarity Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Total Clarity 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
Q2 		$1.5M Sell
29,836
-58,245
-66% -$2.92M 0.29% 87
2026
Q1 		$4.41M Buy
88,081
+46,936
+114% +$2.36M 1.04% 25
2025
Q4 		$2.07M Buy
41,145
+22,548
+121% +$1.13M 0.5% 57
2025
Q3 		$934K Buy
18,597
+354
+2% +$17.8K 0.25% 108
2025
Q2 		$915K Buy
18,243
+7,115
+64% +$357K 0.26% 99
2025
Q1 		$558K Sell
11,128
-172
-2% -$8.63K 0.18% 136
2024
Q4 		$566K Buy
+11,300
New +$567K 0.18% 134
2022
Q4 		– Sell
-4,290
Closed -$212K – 244
2022
Q3 		$212K Hold
4,290
– – 0.13% 206
2022
Q2 		$213K Sell
4,290
-285
-6% -$14.2K 0.11% 188
2022
Q1 		$228K Sell
4,575
-200
-4% -$10K 0.13% 197
2021
Q4 		$240K Sell
4,775
-515
-10% -$25.9K 0.11% 188
2021
Q3 		$267K Sell
5,290
-675
-11% -$34.1K 0.13% 179
2021
Q2 		$301K Sell
5,965
-925
-13% -$46.7K 0.17% 158
2021
Q1 		$348K Buy
6,890
+675
+11% +$34.1K 0.2% 117
2020
Q4 		$314K Buy
6,215
+160
+3% +$8.09K 0.22% 111
2020
Q3 		$306K Buy
6,055
+2,000
+49% +$101K 0.27% 94
2020
Q2 		$205K Buy
+4,055
New +$203K 0.19% 118
2020
Q1 		– Sell
-2,744
Closed -$138K – 292
2019
Q4 		$138K Buy
+2,744
New +$138K 0.1% 150

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

Total Clarity Wealth Management's GSY Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Invesco Ultra Short Duration ETF (GSY) stake by 66% in Q2 2026, selling an estimated $2.92M and leaving 29,836 shares worth $1.5M. The position accounts for 0.29% of the portfolio, ranked #87.

Total Clarity Wealth Management first reported a position in GSY in Q4 2019 and has held it in 18 quarters since. The position peaked at $4.41M in Q1 2026. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Total Clarity Wealth Management held 29,836 shares of Invesco Ultra Short Duration ETF worth $1.5M as of Q2 2026.
  • Total Clarity Wealth Management sold 58,245 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $2.92M.
  • Invesco Ultra Short Duration ETF made up 0.29% of Total Clarity Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Total Clarity Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2019 and has held it in 18 quarters since.
  • Total Clarity Wealth Management's Invesco Ultra Short Duration ETF position peaked at $4.41M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.