AWS
Atria Wealth Solutions’s Invesco Ultra Short Duration ETF GSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1M | Sell |
580,333
-451,349
| -44% | -$22.6M | 0.66% | 18 |
|
|
2025
Q1 | $51.7M | Buy |
1,031,682
+247,257
| +32% | +$12.4M | 0.62% | 24 |
|
|
2024
Q4 | $39.3M | Buy |
784,425
+415,527
| +113% | +$20.8M | 0.43% | 39 |
|
|
2024
Q3 | $18.5M | Sell |
368,898
-61,118
| -14% | -$3.07M | 0.2% | 106 |
|
|
2024
Q2 | $21.5M | Sell |
430,016
-43,369
| -9% | -$2.16M | 0.24% | 88 |
|
|
2024
Q1 | $23.6M | Sell |
473,385
-339,343
| -42% | -$16.9M | 0.27% | 76 |
|
|
2023
Q4 | $40.5M | Sell |
812,728
-23,551
| -3% | -$1.17M | 0.51% | 28 |
|
|
2023
Q3 | $41.6M | Buy |
836,279
+250,834
| +43% | +$12.5M | 0.58% | 22 |
|
|
2023
Q2 | $29.1M | Sell |
585,445
-100,371
| -15% | -$4.98M | 0.4% | 42 |
|
|
2023
Q1 | $34M | Buy |
685,816
+416,878
| +155% | +$20.7M | 0.5% | 28 |
|
|
2022
Q4 | $13.3M | Sell |
268,938
-93,357
| -26% | -$4.62M | 0.21% | 107 |
|
|
2022
Q3 | $17.9M | Buy |
362,295
+28,718
| +9% | +$1.42M | 0.31% | 73 |
|
|
2022
Q2 | $16.5M | Buy |
333,577
+81,268
| +32% | +$4.03M | 0.31% | 67 |
|
|
2022
Q1 | $12.6M | Buy |
+252,309
| New | +$12.6M | 0.21% | 103 |
|