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B. Riley Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

B. Riley Wealth Management’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
Q2 		$927 Buy
18,704
+13,543
+262% +$673K ﹤0.01% 303
2022
Q1 		$257K Sell
5,161
-893
-15% -$44.7K 0.02% 495
2021
Q4 		$305K Sell
6,054
-1,038
-15% -$52.3K 0.02% 470
2021
Q3 		$358K Sell
7,092
-4,472
-39% -$226K 0.03% 413
2021
Q2 		$584K Sell
11,564
-981
-8% -$49.5K 0.06% 210
2021
Q1 		$633K Buy
12,545
+7,755
+162% +$392K 0.07% 197
2020
Q4 		$242K Sell
4,790
-6,313
-57% -$319K 0.03% 299
2020
Q3 		$561K Buy
11,103
+4,400
+66% +$222K 0.07% 209
2020
Q2 		$338K Buy
6,703
+2,165
+48% +$109K 0.04% 277
2020
Q1 		$224K Sell
4,538
-14,637
-76% -$733K 0.02% 415
2019
Q4 		$966K Buy
19,175
+453
+2% +$22.8K 0.14% 148
2019
Q3 		$944K Buy
18,722
+11,197
+149% +$564K 0.16% 136
2019
Q2 		$379 Sell
7,525
-20,622
-73% -$1.04M 0.06% 246
2019
Q1 		$1.42M Sell
28,147
-8,430
-23% -$423K 0.25% 90
2018
Q4 		$1.83M Buy
36,577
+31,327
+597% +$1.57M 0.38% 58
2018
Q3 		$264K Buy
+5,250
New +$264K 0.06% 240

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 $530B AUM 22.01% 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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

B. Riley Wealth Management's GSY Position: Q2 2022 in Review

B. Riley Wealth Management increased its Invesco Ultra Short Duration ETF (GSY) stake by 262% in Q2 2022, buying an estimated $673K and bringing the position to 18,704 shares worth $927. The position accounts for ﹤0.01% of the portfolio, ranked #303.

B. Riley Wealth Management first reported a position in GSY in Q3 2018 and has held it in 16 quarters since. The position peaked at $1.83M in Q4 2018. 249 funds tracked by Wall St. Rank hold GSY as of Q2 2022.

  • B. Riley Wealth Management held 18,704 shares of Invesco Ultra Short Duration ETF worth $927 as of Q2 2022.
  • B. Riley Wealth Management bought 13,543 Invesco Ultra Short Duration ETF shares in Q2 2022, an estimated $673K.
  • Invesco Ultra Short Duration ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #303 holding.
  • B. Riley Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q3 2018 and has held it in 16 quarters since.
  • B. Riley Wealth Management's Invesco Ultra Short Duration ETF position peaked at $1.83M in Q4 2018.
  • 249 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.