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

Bright Futures 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	$581K	Sell	11,576 -254	-2%	-$12.7K	0.38%	88
2026 Q1	$593K	Buy	11,830 +878	+8%	+$44.1K	0.41%	74
2025 Q4	$550K	Buy	10,952 +24	+0.2%	+$1.21K	0.41%	79
2025 Q3	$549K	Buy	+10,928	New	+$549K	0.43%	74
2025 Q1	$554K	Sell	11,079 -1,469	-12%	-$73.7K	0.61%	54
2024 Q4	$629K	Buy	+12,548	New	+$629K	0.56%	55

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

Bright Futures Wealth Management's GSY Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Invesco Ultra Short Duration ETF (GSY) stake by 2.1% in Q2 2026, selling an estimated $12.7K and leaving 11,576 shares worth $581K. The position accounts for 0.38% of the portfolio, ranked #88.

Bright Futures Wealth Management first reported a position in GSY in Q4 2024 and has held it in 6 quarters since. The position peaked at $629K in Q4 2024. 300 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

Bright Futures Wealth Management held 11,576 shares of Invesco Ultra Short Duration ETF worth $581K as of Q2 2026.
Bright Futures Wealth Management sold 254 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $12.7K.
Invesco Ultra Short Duration ETF made up 0.38% of Bright Futures Wealth Management's portfolio in Q2 2026, its #88 holding.
Bright Futures Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 6 quarters since.
Bright Futures Wealth Management's Invesco Ultra Short Duration ETF position peaked at $629K in Q4 2024.
300 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.