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BFC Planning, Inc.’s Invesco Ultra Short Duration ETF GSY Stock Holding History

BFC Planning, Inc.’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 		$14.4K Buy
287
+49
+21% +$2.46K ﹤0.01% 2173
2026
Q1 		$11.9K Buy
+238
New +$12K ﹤0.01% 1958
2025
Q2 		– Sell
-500
Closed -$25.1K – 2745
2025
Q1 		$25.1K Sell
500
-33
-6% -$1.66K ﹤0.01% 1379
2024
Q4 		$26.7K Buy
+533
New +$26.7K ﹤0.01% 1348

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bramshill Investments
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFC Planning, Inc.'s GSY Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco Ultra Short Duration ETF (GSY) stake by 21% in Q2 2026, buying an estimated $2.46K and bringing the position to 287 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2173.

BFC Planning, Inc. first reported a position in GSY in Q4 2024 and has held it in 4 quarters since. The position peaked at $26.7K in Q4 2024. 304 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • BFC Planning, Inc. held 287 shares of Invesco Ultra Short Duration ETF worth $14.4K as of Q2 2026.
  • BFC Planning, Inc. bought 49 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $2.46K.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2173 holding.
  • BFC Planning, Inc. first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s Invesco Ultra Short Duration ETF position peaked at $26.7K in Q4 2024.
  • 304 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.