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Newbridge Financial Services Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Newbridge Financial Services 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 		$68.3K Buy
1,363
+14
+1% +$702 0.01% 406
2026
Q1 		$67.6K Buy
1,349
+311
+30% +$15.6K 0.01% 369
2025
Q4 		$52.1K Buy
1,038
+11
+1% +$553 0.01% 422
2025
Q3 		$51.6K Buy
1,027
+12
+1% +$603 0.01% 505
2025
Q2 		$50.9K Buy
1,015
+684
+207% +$34.3K 0.01% 505
2025
Q1 		$16.6K Buy
331
+4
+1% +$201 ﹤0.01% 585
2024
Q4 		$16.4K Buy
327
+5
+2% +$251 ﹤0.01% 646
2024
Q3 		$16.2K Buy
322
+81
+34% +$4.06K 0.01% 382
2024
Q2 		$12K Buy
+241
New +$12K ﹤0.01% 673

Other funds holding GSY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BI
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Newbridge Financial Services Group's GSY Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Invesco Ultra Short Duration ETF (GSY) stake by 1% in Q2 2026, buying an estimated $702 and bringing the position to 1,363 shares worth $68.3K. The position accounts for 0.01% of the portfolio, ranked #406.

Newbridge Financial Services Group first reported a position in GSY in Q2 2024 and has held it in 9 quarters since. 298 funds tracked by Wall St. Rank hold GSY as of Q2 2026.

  • Newbridge Financial Services Group held 1,363 shares of Invesco Ultra Short Duration ETF worth $68.3K as of Q2 2026.
  • Newbridge Financial Services Group bought 14 Invesco Ultra Short Duration ETF shares in Q2 2026, an estimated $702.
  • Invesco Ultra Short Duration ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #406 holding.
  • Newbridge Financial Services Group first reported a position in Invesco Ultra Short Duration ETF in Q2 2024 and has held it in 9 quarters since.
  • 298 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.