WI
GSY icon

Westbourne Investments’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Westbourne Investments’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
Q1 		$1.08M Buy
21,558
+1,711
+9% +$86K 0.51% 58
2025
Q4 		$997K Buy
19,847
+11,197
+129% +$563K 0.46% 59
2025
Q3 		$434K Sell
8,650
-550
-6% -$27.6K 0.21% 84
2025
Q2 		$461K Sell
9,200
-200
-2% -$10K 0.25% 81
2025
Q1 		$471K Buy
+9,400
New +$471K 0.28% 77

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Westbourne Investments's GSY Position: Q1 2026 in Review

Westbourne Investments increased its Invesco Ultra Short Duration ETF (GSY) stake by 8.6% in Q1 2026, buying an estimated $86K and bringing the position to 21,558 shares worth $1.08M. The position accounts for 0.51% of the portfolio, ranked #58.

Westbourne Investments first reported a position in GSY in Q1 2025 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Westbourne Investments held 21,558 shares of Invesco Ultra Short Duration ETF worth $1.08M as of Q1 2026.
  • Westbourne Investments bought 1,711 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $86K.
  • Invesco Ultra Short Duration ETF made up 0.51% of Westbourne Investments's portfolio in Q1 2026, its #58 holding.
  • Westbourne Investments first reported a position in Invesco Ultra Short Duration ETF in Q1 2025 and has held it in 5 quarters since.
  • 292 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.