American Portfolios Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

American Portfolios Advisors’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 Q3	$2.07M	Buy	41,870 +1,666	+4%	+$82.6K	0.09%	231
2022 Q2	$1.99M	Sell	40,204 -123	-0.3%	-$6.11K	0.08%	250
2022 Q1	$2.01M	Buy	40,327 +15,299	+61%	+$766K	0.07%	278
2021 Q4	$1.26M	Buy	25,028 +2,321	+10%	+$117K	0.04%	413
2021 Q3	$1.15M	Buy	22,707 +699	+3%	+$35.3K	0.04%	414
2021 Q2	$1.11M	Buy	22,008 +1,385	+7%	+$69.9K	0.04%	423
2021 Q1	$1.04M	Sell	20,623 -787	-4%	-$39.8K	0.05%	389
2020 Q4	$1.08M	Buy	21,410 +1,513	+8%	+$76.5K	0.06%	320
2020 Q3	$1.01M	Buy	19,897 +878	+5%	+$44.3K	0.06%	296
2020 Q2	$959K	Buy	19,019 +553	+3%	+$27.7K	0.06%	287
2020 Q1	$911K	Sell	18,466 -2,729	-13%	-$137K	0.08%	242
2019 Q4	$1.07M	Hold	21,195	–	–	0.08%	251
2019 Q3	$1.07M	Buy	21,195 +3,531	+20%	+$178K	0.09%	229
2019 Q2	$890K	Buy	17,664 +2,311	+15%	+$116K	0.08%	257
2019 Q1	$772K	Buy	15,353 +238	+2%	+$11.9K	0.07%	259
2018 Q4	$757K	Sell	15,115 -799	-5%	-$40.1K	0.09%	210
2018 Q3	$799K	Buy	15,914 +14,255	+859%	+$716K	0.09%	218
2018 Q2	$83.4K	Buy	+1,659	New	+$83.3K	0.01%	875

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

AAS

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

American Portfolios Advisors's GSY Position: Q3 2022 in Review

American Portfolios Advisors increased its Invesco Ultra Short Duration ETF (GSY) stake by 4.1% in Q3 2022, buying an estimated $82.6K and bringing the position to 41,870 shares worth $2.07M. The position accounts for 0.09% of the portfolio, ranked #231.

American Portfolios Advisors first reported a position in GSY in Q2 2018 and has held it in 18 quarters since. 241 funds tracked by Wall St. Rank hold GSY as of Q3 2022.

American Portfolios Advisors held 41,870 shares of Invesco Ultra Short Duration ETF worth $2.07M as of Q3 2022.
American Portfolios Advisors bought 1,666 Invesco Ultra Short Duration ETF shares in Q3 2022, an estimated $82.6K.
Invesco Ultra Short Duration ETF made up 0.09% of American Portfolios Advisors's portfolio in Q3 2022, its #231 holding.
American Portfolios Advisors first reported a position in Invesco Ultra Short Duration ETF in Q2 2018 and has held it in 18 quarters since.
241 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.