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Andrew C. Karlinski’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Andrew C. Karlinski’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
-7,609
Closed -$376K – 96
2022
Q3 		$376K Sell
7,609
-257
-3% -$12.7K 0.57% 38
2022
Q2 		$390K Hold
7,866
– – 0.57% 38
2022
Q1 		$392K Sell
7,866
-587
-7% -$29.4K 0.71% 34
2021
Q4 		$425K Buy
+8,453
New +$426K 0.78% 32

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $85.7B AUM 24.21% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Andrew C. Karlinski's GSY Position: Q4 2022 in Review

Andrew C. Karlinski sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2022, closing a stake of 7,609 shares — an estimated $376K sold.

Andrew C. Karlinski first reported a position in GSY in Q4 2021 and held it in 4 quarters. The position peaked at $425K in Q4 2021. 220 funds tracked by Wall St. Rank hold GSY as of Q4 2022.

  • Andrew C. Karlinski reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 7,609 Invesco Ultra Short Duration ETF shares in Q4 2022, an estimated $376K.
  • Andrew C. Karlinski first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and held it in 4 quarters.
  • Andrew C. Karlinski's Invesco Ultra Short Duration ETF position peaked at $425K in Q4 2021.
  • 220 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.