Ridgewood Investments’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Ridgewood Investments’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	-413	Closed	-$20.7K	–	398
2025 Q2	$20.7K	Hold	413	–	–	0.01%	441
2025 Q1	$20.7K	Sell	413 -1	-0.2%	-$50	0.01%	426
2024 Q4	$20.7K	Sell	414 -4,946	-92%	-$248K	0.01%	416
2024 Q3	$269K	Sell	5,360 -1	-0%	-$50	0.13%	145
2024 Q2	$267K	Hold	5,361	–	–	0.13%	152
2024 Q1	$267K	Hold	5,361	–	–	0.14%	154
2023 Q4	$267K	Hold	5,361	–	–	0.16%	149
2023 Q3	$266K	Hold	5,361	–	–	0.17%	141
2023 Q2	$266K	Hold	5,361	–	–	0.15%	147
2023 Q1	$266K	Buy	5,361 +1	+0%	+$50	0.16%	145
2022 Q4	$265K	Hold	5,360	–	–	0.19%	155
2022 Q3	$265K	Hold	5,360	–	–	0.22%	135
2022 Q2	$266K	Hold	5,360	–	–	0.21%	140
2022 Q1	$267K	Hold	5,360	–	–	0.18%	153
2021 Q4	$270K	Hold	5,360	–	–	0.17%	158
2021 Q3	$271K	Hold	5,360	–	–	0.18%	151
2021 Q2	$271K	Sell	5,360 -3	-0.1%	-$151	0.17%	152
2021 Q1	$271K	Buy	+5,363	New	+$271K	0.17%	158

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Ridgewood Investments's GSY Position: Q3 2025 in Review

Ridgewood Investments sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2025, closing a stake of 413 shares — an estimated $20.7K sold.

Ridgewood Investments first reported a position in GSY in Q1 2021 and held it in 18 quarters. The position peaked at $271K in Q3 2021. 264 funds tracked by Wall St. Rank hold GSY as of Q3 2025.

Ridgewood Investments reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 413 Invesco Ultra Short Duration ETF shares in Q3 2025, an estimated $20.7K.
Ridgewood Investments first reported a position in Invesco Ultra Short Duration ETF in Q1 2021 and held it in 18 quarters.
Ridgewood Investments's Invesco Ultra Short Duration ETF position peaked at $271K in Q3 2021.
264 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.