AWM
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Accel Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Accel Wealth Management’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
2022
Q2 		– Sell
-300
Closed -$15K – 1039
2022
Q1 		$15K Hold
300
– – 0.01% 618
2021
Q4 		$15K Hold
300
– – 0.01% 622
2021
Q3 		$15K Hold
300
– – 0.01% 551
2021
Q2 		$15K Hold
300
– – 0.01% 606
2021
Q1 		$15K Hold
300
– – 0.01% 572
2020
Q4 		$15K Buy
+300
New +$15.2K 0.01% 552

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Accel Wealth Management's GSY Position: Q2 2022 in Review

Accel Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2022, closing a stake of 300 shares — an estimated $15K sold.

Accel Wealth Management first reported a position in GSY in Q4 2020 and held it in 6 quarters. The position peaked at $15K in Q1 2022. 248 funds tracked by Wall St. Rank hold GSY as of Q2 2022.

  • Accel Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2022 after selling out during the quarter.
  • Accel Wealth Management sold 300 Invesco Ultra Short Duration ETF shares in Q2 2022, an estimated $15K.
  • Accel Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2020 and held it in 6 quarters.
  • Accel Wealth Management's Invesco Ultra Short Duration ETF position peaked at $15K in Q1 2022.
  • 248 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2022.

Based on Accel Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.