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

Wells Fargo San Francisco, California $501B 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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $806M AUM 13.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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