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Ridgeline Wealth’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Ridgeline Wealth’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
2025
Q3 		– Sell
-6,289
Closed -$315K – 52
2025
Q2 		$315K Sell
6,289
-3,109
-33% -$156K 0.26% 37
2025
Q1 		$471K Sell
9,398
-5,294
-36% -$266K 0.4% 32
2024
Q4 		$736K Buy
+14,692
New +$737K 0.6% 27

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Ridgeline Wealth's GSY Position: Q3 2025 in Review

Ridgeline Wealth sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2025, closing a stake of 6,289 shares — an estimated $315K sold.

Ridgeline Wealth first reported a position in GSY in Q4 2024 and held it in 3 quarters. The position peaked at $736K in Q4 2024. 264 funds tracked by Wall St. Rank hold GSY as of Q3 2025.

  • Ridgeline Wealth reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2025 after selling out during the quarter.
  • Ridgeline Wealth sold 6,289 Invesco Ultra Short Duration ETF shares in Q3 2025, an estimated $315K.
  • Ridgeline Wealth first reported a position in Invesco Ultra Short Duration ETF in Q4 2024 and held it in 3 quarters.
  • Ridgeline Wealth's Invesco Ultra Short Duration ETF position peaked at $736K in Q4 2024.
  • 264 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2025.

Based on Ridgeline Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.