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

Ancora 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
2023 Q2	–	Sell	-133	Closed	-$6.6K	–	1842
2023 Q1	$6.6K	Hold	133	–	–	﹤0.01%	1357
2022 Q4	$7K	Sell	133 -75	-36%	-$3.7K	﹤0.01%	1415
2022 Q3	$10K	Hold	208	–	–	﹤0.01%	1487
2022 Q2	$10K	Hold	208	–	–	﹤0.01%	1594
2022 Q1	$10K	Buy	208 +119	+134%	+$5.96K	﹤0.01%	1726
2021 Q4	$4K	Hold	89	–	–	﹤0.01%	2089
2021 Q3	$4K	Hold	89	–	–	﹤0.01%	1955
2021 Q2	$4K	Hold	89	–	–	﹤0.01%	1734
2021 Q1	$4K	Sell	89 -40	-31%	-$2.02K	﹤0.01%	1574
2020 Q4	$7K	Hold	129	–	–	﹤0.01%	1255
2020 Q3	$7K	Hold	129	–	–	﹤0.01%	1192
2020 Q2	$7K	Hold	129	–	–	﹤0.01%	1163
2020 Q1	$6K	Sell	129 -7,000	-98%	-$351K	﹤0.01%	1257
2019 Q4	$359K	Sell	7,129 -5,710	-44%	-$288K	0.01%	549
2019 Q3	$647K	Sell	12,839 -2,000	-13%	-$101K	0.03%	406
2019 Q2	$747K	Hold	14,839	–	–	0.03%	341
2019 Q1	$746K	Sell	14,839 -80	-0.5%	-$4.01K	0.03%	348
2018 Q4	$747K	Sell	14,919 -29,282	-66%	-$1.47M	0.04%	335
2018 Q3	$2.22M	Buy	44,201 +28,282	+178%	+$1.42M	0.09%	227
2018 Q2	$800K	Buy	+15,919	New	+$800K	0.03%	372

Other funds holding GSY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

AWS

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Ancora Advisors's GSY Position: Q2 2023 in Review

Ancora Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2023, closing a stake of 133 shares — an estimated $6.6K sold.

Ancora Advisors first reported a position in GSY in Q2 2018 and held it in 20 quarters. The position peaked at $2.22M in Q3 2018. 222 funds tracked by Wall St. Rank hold GSY as of Q2 2023.

Ancora Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2023 after selling out during the quarter.
Ancora Advisors sold 133 Invesco Ultra Short Duration ETF shares in Q2 2023, an estimated $6.6K.
Ancora Advisors first reported a position in Invesco Ultra Short Duration ETF in Q2 2018 and held it in 20 quarters.
Ancora Advisors's Invesco Ultra Short Duration ETF position peaked at $2.22M in Q3 2018.
222 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2023.

Based on Ancora Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.