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

Almanack 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
2022
Q4 		– Sell
-36
Closed -$2K – 587
2022
Q3 		$2K Buy
+36
New +$1.78K ﹤0.01% 725
2022
Q2 		– Sell
-4,886
Closed -$243K – 477
2022
Q1 		$243K Buy
4,886
+79
+2% +$3.96K 0.02% 407
2021
Q4 		$242K Sell
4,807
-69
-1% -$3.48K 0.02% 427
2021
Q3 		$246K Sell
4,876
-70
-1% -$3.53K 0.02% 420
2021
Q2 		$250K Buy
4,946
+767
+18% +$38.7K 0.02% 359
2021
Q1 		$211K Buy
+4,179
New +$211K 0.02% 386
2020
Q3 		– Sell
-5,568
Closed -$281K – 377
2020
Q2 		$281K Sell
5,568
-738
-12% -$37K 0.05% 190
2020
Q1 		$311K Sell
6,306
-2,615
-29% -$131K 0.07% 174
2019
Q4 		$449K Sell
8,921
-6,638
-43% -$335K 0.09% 110
2019
Q3 		$784K Sell
15,559
-2,012
-11% -$101K 0.15% 87
2019
Q2 		$885K Sell
17,571
-557
-3% -$28K 0.2% 63
2019
Q1 		$911K Sell
18,128
-227
-1% -$11.4K 0.26% 46
2018
Q4 		$919K Sell
18,355
-995
-5% -$49.9K 0.27% 50
2018
Q3 		$972K Buy
+19,350
New +$972K 0.26% 56

Other funds holding GSY

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Almanack Investment Partners's GSY Position: Q4 2022 in Review

Almanack Investment Partners sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2022, closing a stake of 36 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in GSY in Q3 2018 and held it in 14 quarters. The position peaked at $972K in Q3 2018. 219 funds tracked by Wall St. Rank hold GSY as of Q4 2022.

  • Almanack Investment Partners reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 36 Invesco Ultra Short Duration ETF shares in Q4 2022, an estimated $2K.
  • Almanack Investment Partners first reported a position in Invesco Ultra Short Duration ETF in Q3 2018 and held it in 14 quarters.
  • Almanack Investment Partners's Invesco Ultra Short Duration ETF position peaked at $972K in Q3 2018.
  • 219 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.