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Wellington-Altus USA’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Wellington-Altus USA’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 		$1.75K Hold
35
– – ﹤0.01% 635
2026
Q1 		$1.75K Hold
35
– – ﹤0.01% 667
2025
Q4 		$1.76K Buy
+35
New +$1.76K ﹤0.01% 648

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

Wellington-Altus USA's GSY Position: Q2 2026 in Review

Wellington-Altus USA held its Invesco Ultra Short Duration ETF (GSY) position steady in Q2 2026 at 35 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Wellington-Altus USA first reported a position in GSY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.76K in Q4 2025. 302 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Wellington-Altus USA held 35 shares of Invesco Ultra Short Duration ETF worth $1.75K as of Q2 2026.
  • Wellington-Altus USA left its Invesco Ultra Short Duration ETF share count unchanged in Q2 2026.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #635 holding.
  • Wellington-Altus USA first reported a position in Invesco Ultra Short Duration ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Invesco Ultra Short Duration ETF position peaked at $1.76K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.