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

World Investment 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	$1.51M	Hold	30,145	–	–	0.03%	564
2026 Q1	$1.51M	Sell	30,145 -1,277	-4%	-$64.2K	0.02%	576
2025 Q4	$1.58M	Buy	31,422 +1,602	+5%	+$80.5K	0.03%	542
2025 Q3	$1.5M	Sell	29,820 -5,323	-15%	-$267K	0.03%	466
2025 Q2	$1.76M	Sell	35,143 -3,383	-9%	-$170K	0.04%	399
2025 Q1	$1.93M	Buy	38,526 +10,348	+37%	+$519K	0.05%	356
2024 Q4	$1.41M	Buy	28,178 +7,845	+39%	+$393K	0.04%	401
2024 Q3	$1.02M	Buy	+20,333	New	+$1.02M	0.03%	422

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 Investment Advisors's GSY Position: Q2 2026 in Review

World Investment Advisors held its Invesco Ultra Short Duration ETF (GSY) position steady in Q2 2026 at 30,145 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #564.

World Investment Advisors first reported a position in GSY in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.93M in Q1 2025. 299 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

World Investment Advisors held 30,145 shares of Invesco Ultra Short Duration ETF worth $1.51M as of Q2 2026.
World Investment Advisors left its Invesco Ultra Short Duration ETF share count unchanged in Q2 2026.
Invesco Ultra Short Duration ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #564 holding.
World Investment Advisors first reported a position in Invesco Ultra Short Duration ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's Invesco Ultra Short Duration ETF position peaked at $1.93M in Q1 2025.
299 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.