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Ameritas Investment Company’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$24.2M Buy
479,527
+476,707
+16,905% +$24.1M 1.12% 20
2021
Q2 		$22.1M Sell
2,820
-170,788
-98% -$8.62M 1.06% 20
2021
Q1 		$8.76M Buy
+173,608
New +$8.78M 0.76% 27
2020
Q2 		– Sell
-1,319
Closed -$65K – 841
2020
Q1 		$65K Buy
+1,319
New +$66.1K 0.01% 615
2019
Q4 		– Sell
-310
Closed -$16K – 1112
2019
Q3 		$16K Buy
+310
New +$15.6K ﹤0.01% 992
2019
Q1 		– Sell
-304
Closed -$15K – 1333
2018
Q4 		$15K Buy
+304
New +$15.3K ﹤0.01% 944

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameritas Investment Company's GSY Position: Q3 2021 in Review

Ameritas Investment Company increased its Invesco Ultra Short Duration ETF (GSY) stake by 16,905% in Q3 2021, buying an estimated $24.1M and bringing the position to 479,527 shares worth $24.2M. The position accounts for 1.12% of the portfolio, ranked #20.

Ameritas Investment Company first reported a position in GSY in Q4 2018 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold GSY as of Q3 2021.

  • Ameritas Investment Company held 479,527 shares of Invesco Ultra Short Duration ETF worth $24.2M as of Q3 2021.
  • Ameritas Investment Company bought 476,707 Invesco Ultra Short Duration ETF shares in Q3 2021, an estimated $24.1M.
  • Invesco Ultra Short Duration ETF made up 1.12% of Ameritas Investment Company's portfolio in Q3 2021, its #20 holding.
  • Ameritas Investment Company first reported a position in Invesco Ultra Short Duration ETF in Q4 2018 and has held it in 6 quarters since.
  • 236 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.