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

Win 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
2026 Q2	$445K	Buy	8,873 +3,886	+78%	+$195K	0.16%	66
2026 Q1	$250K	Buy	+4,987	New	+$251K	0.11%	71
2023 Q1	–	Sell	-5,208	Closed	-$258K	–	82
2022 Q4	$258K	Sell	5,208 -5,593	-52%	-$276K	0.1%	14
2022 Q3	$533K	Buy	10,801 +3,230	+43%	+$160K	0.2%	7
2022 Q2	$375K	Buy	7,571 +4,694	+163%	+$233K	0.74%	16
2022 Q1	$143K	Sell	2,877 -927	-24%	-$46.4K	0.04%	74
2021 Q4	$191K	Buy	+3,804	New	+$192K	0.04%	46

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

Win Advisors's GSY Position: Q2 2026 in Review

Win Advisors increased its Invesco Ultra Short Duration ETF (GSY) stake by 78% in Q2 2026, buying an estimated $195K and bringing the position to 8,873 shares worth $445K. The position accounts for 0.16% of the portfolio, ranked #66.

Win Advisors first reported a position in GSY in Q4 2021 and has held it in 7 quarters since. The position peaked at $533K in Q3 2022. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Win Advisors held 8,873 shares of Invesco Ultra Short Duration ETF worth $445K as of Q2 2026.
Win Advisors bought 3,886 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $195K.
Invesco Ultra Short Duration ETF made up 0.16% of Win Advisors's portfolio in Q2 2026, its #66 holding.
Win Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and has held it in 7 quarters since.
Win Advisors's Invesco Ultra Short Duration ETF position peaked at $533K in Q3 2022.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.