APC
GSY icon

Aspire Private Capital’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Aspire Private Capital’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
Q2 		– Sell
-156
Closed -$8K – 602
2021
Q1 		$8K Buy
+156
New +$7.88K ﹤0.01% 347
2020
Q3 		– Sell
-805
Closed -$41K – 480
2020
Q2 		$41K Sell
805
-23
-3% -$1.15K 0.02% 169
2020
Q1 		$41K Sell
828
-1,208
-59% -$60.5K 0.02% 156
2019
Q4 		$103K Buy
2,036
+1,872
+1,141% +$94.4K 0.04% 160
2019
Q3 		$8K Sell
164
-26
-14% -$1.31K ﹤0.01% 263
2019
Q2 		$10K Hold
190
– – ﹤0.01% 267
2019
Q1 		$10K Sell
190
-150
-44% -$7.53K 0.01% 319
2018
Q4 		$17K Buy
+340
New +$17.1K 0.01% 271

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $919M AUM 16.53% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $806M AUM 13.33% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return