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Wealthcare Advisory Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Wealthcare Advisory Partners’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 		$292K Sell
5,822
-308,552
-98% -$15.5M 0.01% 892
2026
Q1 		$15.8M Buy
314,374
+36,311
+13% +$1.82M 0.31% 70
2025
Q4 		$14M Buy
278,063
+60,504
+28% +$3.04M 0.27% 82
2025
Q3 		$10.9M Buy
217,559
+31,119
+17% +$1.56M 0.23% 93
2025
Q2 		$9.35M Buy
186,440
+50,576
+37% +$2.53M 0.21% 96
2025
Q1 		$6.81M Buy
135,864
+30,610
+29% +$1.54M 0.18% 104
2024
Q4 		$5.27M Buy
105,254
+27,918
+36% +$1.4M 0.15% 131
2024
Q3 		$3.88M Buy
77,336
+21,655
+39% +$1.09M 0.11% 163
2024
Q2 		$2.78M Buy
55,681
+37,415
+205% +$1.87M 0.09% 192
2024
Q1 		$911K Sell
18,266
-878
-5% -$43.8K 0.03% 393
2023
Q4 		$955K Sell
19,144
-2,867
-13% -$143K 0.04% 321
2023
Q3 		$1.09M Sell
22,011
-2,163
-9% -$108K 0.05% 261
2023
Q2 		$1.2M Sell
24,174
-828
-3% -$41.1K 0.05% 256
2023
Q1 		$1.24M Sell
25,002
-2,433
-9% -$121K 0.05% 258
2022
Q4 		$1.36M Sell
27,435
-1,152
-4% -$56.9K 0.06% 224
2022
Q3 		$1.41M Buy
28,587
+6,060
+27% +$300K 0.08% 183
2022
Q2 		$1.12M Buy
22,527
+10,819
+92% +$538K 0.07% 193
2022
Q1 		$583K Sell
11,708
-143
-1% -$7.16K 0.04% 287
2021
Q4 		$596K Sell
11,851
-1,156
-9% -$58.2K 0.04% 286
2021
Q3 		$656K Buy
13,007
+373
+3% +$18.8K 0.04% 264
2021
Q2 		$638K Sell
12,634
-3,686
-23% -$186K 0.04% 266
2021
Q1 		$824K Sell
16,320
-20,651
-56% -$1.04M 0.06% 213
2020
Q4 		$1.87M Buy
36,971
+1,073
+3% +$54.2K 0.17% 80
2020
Q3 		$1.81M Buy
35,898
+31,479
+712% +$1.59M 0.2% 66
2020
Q2 		$223K Sell
4,419
-1,482
-25% -$74.3K 0.03% 280
2020
Q1 		$291K Buy
5,901
+1,381
+31% +$69.2K 0.04% 224
2019
Q4 		$228K Buy
4,520
+31
+0.7% +$1.56K 0.03% 274
2019
Q3 		$226K Sell
4,489
-767
-15% -$38.7K 0.03% 255
2019
Q2 		$265K Buy
5,256
+38
+0.7% +$1.91K 0.04% 224
2019
Q1 		$262K Sell
5,218
-420
-7% -$21.1K 0.04% 204
2018
Q4 		$282K Sell
5,638
-289
-5% -$14.5K 0.05% 166
2018
Q3 		$298K Buy
5,927
+43
+0.7% +$2.16K 0.05% 172
2018
Q2 		$296K Buy
+5,884
New +$296K 0.06% 175

Other funds holding GSY

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return