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

Wealthstar 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
2020
Q1 		– Sell
-1,046,674
Closed -$526K – 81
2019
Q4 		$526K Buy
+1,046,674
New +$52.8M 0.32% 28

Other funds holding GSY

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $323M AUM 14.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealthstar Advisors's GSY Position: Q2 2026 in Review

Wealthstar Advisors reduced its Invesco Ultra Short Duration ETF (GSY) stake by 15% in Q2 2026, selling an estimated $201K and leaving 22,365 shares worth $1.12M. The position accounts for 0.33% of the portfolio, ranked #51.

Wealthstar Advisors first reported a position in GSY in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.43M in Q4 2023. 142 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Wealthstar Advisors held 22,365 shares of Invesco Ultra Short Duration ETF worth $1.12M as of Q2 2026.
  • Wealthstar Advisors sold 4,000 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $201K.
  • Invesco Ultra Short Duration ETF made up 0.33% of Wealthstar Advisors's portfolio in Q2 2026, its #51 holding.
  • Wealthstar Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2018 and has held it in 24 quarters since.
  • Wealthstar Advisors's Invesco Ultra Short Duration ETF position peaked at $2.43M in Q4 2023.
  • 142 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.