Western Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Western Wealth Management’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	$398K	Sell	7,946 -1,726	-18%	-$86.6K	0.01%	744
2026 Q1	$485K	Buy	+9,672	New	+$486K	0.02%	653
2022 Q4	–	Sell	-5,112	Closed	-$254K	–	682
2022 Q3	$254K	Sell	5,112 -25,403	-83%	-$1.26M	0.01%	676
2022 Q2	$1.51M	Buy	+30,515	New	+$1.52M	0.09%	230

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

Western Wealth Management's GSY Position: Q2 2026 in Review

Western Wealth Management reduced its Invesco Ultra Short Duration ETF (GSY) stake by 18% in Q2 2026, selling an estimated $86.6K and leaving 7,946 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #744.

Western Wealth Management first reported a position in GSY in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.51M in Q2 2022. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Western Wealth Management held 7,946 shares of Invesco Ultra Short Duration ETF worth $398K as of Q2 2026.
Western Wealth Management sold 1,726 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $86.6K.
Invesco Ultra Short Duration ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #744 holding.
Western Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q2 2022 and has held it in 4 quarters since.
Western Wealth Management's Invesco Ultra Short Duration ETF position peaked at $1.51M in Q2 2022.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.