Ahrens Investment Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$14.9K	Buy	+300	New	+$14.9K	0.01%	527
2022 Q3	–	Sell	-300	Closed	-$15K	–	474
2022 Q2	$15K	Hold	300	–	–	0.01%	561
2022 Q1	$15K	Sell	300 -2,200	-88%	-$110K	﹤0.01%	631
2021 Q4	$126K	Buy	+2,500	New	+$126K	0.06%	252
2021 Q3	–	Sell	-6,800	Closed	-$343K	–	224
2021 Q2	$343K	Sell	6,800 -12,000	-64%	-$606K	0.16%	151
2021 Q1	$949K	Sell	18,800 -22,000	-54%	-$1.11M	0.48%	60
2020 Q4	$2.06M	Buy	40,800 +25,000	+158%	+$1.26M	1.11%	24
2020 Q3	$798K	Buy	+15,800	New	+$798K	0.53%	50

Other funds holding GSY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Ahrens Investment Partners's GSY Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q1 2023: 300 shares worth $14.9K. The stake represents 0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in GSY as recently as Q2 2022.

Ahrens Investment Partners first reported a position in GSY in Q3 2020 and has held it in 8 quarters since. The position peaked at $2.06M in Q4 2020. 215 funds tracked by Wall St. Rank hold GSY as of Q1 2023.

Ahrens Investment Partners held 300 shares of Invesco Ultra Short Duration ETF worth $14.9K as of Q1 2023.
Invesco Ultra Short Duration ETF was a new Ahrens Investment Partners position in Q1 2023.
Invesco Ultra Short Duration ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #527 holding.
Ahrens Investment Partners first reported a position in Invesco Ultra Short Duration ETF in Q3 2020 and has held it in 8 quarters since.
Ahrens Investment Partners's Invesco Ultra Short Duration ETF position peaked at $2.06M in Q4 2020.
215 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.