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Waverly Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Waverly Advisors’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
Q1 		– Sell
-4,159
Closed -$209K – 1644
2025
Q4 		$209K Sell
4,159
-833
-17% -$41.9K ﹤0.01% 1375
2025
Q3 		$251K Buy
+4,992
New +$251K ﹤0.01% 1111

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Waverly Advisors's GSY Position: Q1 2026 in Review

Waverly Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2026, closing a stake of 4,159 shares — an estimated $209K sold.

Waverly Advisors first reported a position in GSY in Q3 2025 and held it in 2 quarters. The position peaked at $251K in Q3 2025. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Waverly Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 4,159 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $209K.
  • Waverly Advisors first reported a position in Invesco Ultra Short Duration ETF in Q3 2025 and held it in 2 quarters.
  • Waverly Advisors's Invesco Ultra Short Duration ETF position peaked at $251K in Q3 2025.
  • 292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.