Wealth Advisory Team’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Wealth Advisory Team’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	$360K	Buy	+7,173	New	+$360K	0.29%	30
2025 Q4	$364K	Buy	+7,236	New	+$364K	0.32%	29
2025 Q2	$355K	Buy	+7,079	New	+$355K	0.33%	31

Other funds holding GSY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Advisory Team's GSY Position: Q2 2026 in Review

Wealth Advisory Team opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q2 2026: 7,173 shares worth $360K. The stake represents 0.29% of the portfolio and ranks #30 among its holdings. This is a return to the name: Wealth Advisory Team previously reported a position in GSY as recently as Q4 2025.

Wealth Advisory Team first reported a position in GSY in Q2 2025 and has held it in 3 quarters since. The position peaked at $364K in Q4 2025. 301 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Wealth Advisory Team held 7,173 shares of Invesco Ultra Short Duration ETF worth $360K as of Q2 2026.
Invesco Ultra Short Duration ETF was a new Wealth Advisory Team position in Q2 2026.
Invesco Ultra Short Duration ETF made up 0.29% of Wealth Advisory Team's portfolio in Q2 2026, its #30 holding.
Wealth Advisory Team first reported a position in Invesco Ultra Short Duration ETF in Q2 2025 and has held it in 3 quarters since.
Wealth Advisory Team's Invesco Ultra Short Duration ETF position peaked at $364K in Q4 2025.
301 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Wealth Advisory Team's 13F filing for Q2 2026, filed 23 Jul 2026.