World Equity Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

World Equity Group’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	$644K	Buy	12,838 +3,158	+33%	+$158K	0.14%	163
2026 Q1	$485K	Buy	+9,680	New	+$486K	0.13%	196
2024 Q1	–	Sell	-4,200	Closed	-$209K	–	337
2023 Q4	$209K	Hold	4,200	–	–	0.04%	309
2023 Q3	$209K	Sell	4,200 -100	-2%	-$4.97K	0.04%	318
2023 Q2	$213K	Buy	+4,300	New	+$214K	0.06%	285
2023 Q1	–	Sell	-6,000	Closed	-$297K	–	539
2022 Q4	$297K	Sell	6,000 -5,000	-45%	-$247K	0.07%	252
2022 Q3	$543K	Buy	11,000 +3,700	+51%	+$183K	0.14%	156
2022 Q2	$362K	Sell	7,300 -45,000	-86%	-$2.24M	0.09%	225
2022 Q1	$2.61M	Buy	+52,300	New	+$2.62M	0.56%	42

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

World Equity Group's GSY Position: Q2 2026 in Review

World Equity Group increased its Invesco Ultra Short Duration ETF (GSY) stake by 33% in Q2 2026, buying an estimated $158K and bringing the position to 12,838 shares worth $644K. The position accounts for 0.14% of the portfolio, ranked #163.

World Equity Group first reported a position in GSY in Q1 2022 and has held it in 9 quarters since. The position peaked at $2.61M in Q1 2022. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

World Equity Group held 12,838 shares of Invesco Ultra Short Duration ETF worth $644K as of Q2 2026.
World Equity Group bought 3,158 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $158K.
Invesco Ultra Short Duration ETF made up 0.14% of World Equity Group's portfolio in Q2 2026, its #163 holding.
World Equity Group first reported a position in Invesco Ultra Short Duration ETF in Q1 2022 and has held it in 9 quarters since.
World Equity Group's Invesco Ultra Short Duration ETF position peaked at $2.61M in Q1 2022.
298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.