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Watts Gwilliam & Co’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Watts Gwilliam & Co’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
Q3 		$1.13M Buy
22,403
+41
+0.2% +$2.06K 0.18% 83
2025
Q2 		$1.13M Buy
22,362
+12,268
+122% +$615K 0.18% 83
2025
Q1 		$506K Buy
10,094
+1,046
+12% +$52.5K 0.11% 124
2024
Q4 		$454K Buy
9,048
+1,044
+13% +$52.3K 0.1% 132
2024
Q3 		$402K Buy
+8,004
New +$401K 0.09% 140

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Watts Gwilliam & Co's GSY Position: Q3 2025 in Review

Watts Gwilliam & Co increased its Invesco Ultra Short Duration ETF (GSY) stake by 0.18% in Q3 2025, buying an estimated $2.06K and bringing the position to 22,403 shares worth $1.13M. The position accounts for 0.18% of the portfolio, ranked #83.

Watts Gwilliam & Co first reported a position in GSY in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.13M in Q2 2025. 263 funds tracked by Wall St. Rank hold GSY as of Q3 2025.

  • Watts Gwilliam & Co held 22,403 shares of Invesco Ultra Short Duration ETF worth $1.13M as of Q3 2025.
  • Watts Gwilliam & Co bought 41 Invesco Ultra Short Duration ETF shares in Q3 2025, an estimated $2.06K.
  • Invesco Ultra Short Duration ETF made up 0.18% of Watts Gwilliam & Co's portfolio in Q3 2025, its #83 holding.
  • Watts Gwilliam & Co first reported a position in Invesco Ultra Short Duration ETF in Q3 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's Invesco Ultra Short Duration ETF position peaked at $1.13M in Q2 2025.
  • 263 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.