GSY β€” INVESCO ACTIVELY MANAGED ETF

Ownership history in WT Wealth Management  Β·  7 quarters on record

AI Ownership Summary

WT Wealth Management reported INVESCO ACTIVELY MANAGED ETF (GSY) in 7 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.9% in 2023 Q3. The latest visible filing shows GSY at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GSY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WT Wealth Management's position in INVESCO ACTIVELY MANAGED ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GSY was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WT Wealth Management held GSY β€” position size vs. price
% of Fund (quarterly)    GSY price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 6,591 -9,874 -60.0% 0.10% $331K 2025-10-22 $49.33
2025 Q2 ADDED 16,465 +705 +4.5% 0.24% $826K 2025-09-10 $49.06
2025 Q1 ADDED 15,760 +2,325 +17.3% 0.26% $790K 2025-05-06 $48.14
2024 Q4 REDUCED 13,435 -29,134 -68.4% 0.21% $673K 2025-02-05 $47.61
2024 Q3 REDUCED 42,569 -1,903 -4.3% 0.76% $2.1M 2024-10-21 $46.90
2023 Q4 ADDED 44,472 +2,204 +5.2% 0.88% $2.2M 2024-02-08 $44.99
2023 Q3 INITIATED 42,268 β€” β€” 0.90% $2.1M 2023-12-04 $44.38

FAQ About WT Wealth Management and GSY

These are the practical questions this page is built to answer before you even open the full history table.

How long has WT Wealth Management reported owning GSY?

WT Wealth Management reported GSY across 7 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported GSY position in WT Wealth Management's portfolio?

The largest reported portfolio weight for GSY was 0.90% in 2023 Q3.

What is the latest reported GSY position on this page?

The most recent filing on this page is 2025 Q3, when WT Wealth Management reported 6,591 shares, equal to 0.10% of portfolio, with an estimated market value of $331K.

What does the chart on this GSY ownership page compare?

The chart compares WT Wealth Management's quarterly GSY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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