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Bridgelight Financial Advisors, Inc.’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Bridgelight Financial Advisors, 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
Q1 		– Sell
-4,026
Closed -$202K – 41
2025
Q4 		$202K Buy
+4,026
New +$202K 0.17% 40

Other funds holding GSY

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bridgelight Financial Advisors, Inc.'s GSY Position: Q1 2026 in Review

Bridgelight Financial Advisors, Inc. sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2026, closing a stake of 4,026 shares — an estimated $202K sold.

Bridgelight Financial Advisors, Inc. first reported a position in GSY in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 293 funds tracked by Wall St. Rank hold GSY as of Q1 2026.

  • Bridgelight Financial Advisors, Inc. reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Bridgelight Financial Advisors, Inc. sold 4,026 Invesco Ultra Short Duration ETF shares in Q1 2026, an estimated $202K.
  • Bridgelight Financial Advisors, Inc. first reported a position in Invesco Ultra Short Duration ETF in Q4 2025 and held it in 1 quarter.
  • Bridgelight Financial Advisors, Inc.'s Invesco Ultra Short Duration ETF position peaked at $202K in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q1 2026, filed 30 Jul 2026.