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

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

Wealthcare Advisory Partners's GSY Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco Ultra Short Duration ETF (GSY) stake by 98% in Q2 2026, selling an estimated $15.5M and leaving 5,822 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #892.

Wealthcare Advisory Partners first reported a position in GSY in Q2 2018 and has held it in 33 quarters since. The position peaked at $15.8M in Q1 2026. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Wealthcare Advisory Partners held 5,822 shares of Invesco Ultra Short Duration ETF worth $292K as of Q2 2026.
Wealthcare Advisory Partners sold 308,552 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $15.5M.
Invesco Ultra Short Duration ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #892 holding.
Wealthcare Advisory Partners first reported a position in Invesco Ultra Short Duration ETF in Q2 2018 and has held it in 33 quarters since.
Wealthcare Advisory Partners's Invesco Ultra Short Duration ETF position peaked at $15.8M in Q1 2026.
300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.