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WBI Investments’s Invesco Ultra Short Duration ETF GSY Stock Holding History

WBI Investments’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 		$440K Sell
8,765
-860
-9% -$43.1K 0.11% 209
2026
Q1 		$482K Sell
9,625
-698
-7% -$35.1K 0.13% 193
2025
Q4 		$519K Sell
10,323
-3,088
-23% -$155K 0.14% 197
2025
Q3 		$674K Sell
13,411
-3,095
-19% -$155K 0.17% 152
2025
Q2 		$828K Buy
16,506
+9,527
+137% +$477K 0.21% 142
2025
Q1 		$350K Buy
+6,979
New +$350K 0.09% 161

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

WBI Investments's GSY Position: Q2 2026 in Review

WBI Investments reduced its Invesco Ultra Short Duration ETF (GSY) stake by 8.9% in Q2 2026, selling an estimated $43.1K and leaving 8,765 shares worth $440K. The position accounts for 0.11% of the portfolio, ranked #209.

WBI Investments first reported a position in GSY in Q1 2025 and has held it in 6 quarters since. The position peaked at $828K in Q2 2025. 301 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • WBI Investments held 8,765 shares of Invesco Ultra Short Duration ETF worth $440K as of Q2 2026.
  • WBI Investments sold 860 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $43.1K.
  • Invesco Ultra Short Duration ETF made up 0.11% of WBI Investments's portfolio in Q2 2026, its #209 holding.
  • WBI Investments first reported a position in Invesco Ultra Short Duration ETF in Q1 2025 and has held it in 6 quarters since.
  • WBI Investments's Invesco Ultra Short Duration ETF position peaked at $828K in Q2 2025.
  • 301 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.