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Beacon Capital Management LLC (Tennessee)’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
-193
Closed -$9K – 1016
2022
Q3 		$9K Buy
193
+1
+0.5% +$50 ﹤0.01% 493
2022
Q2 		$9K Hold
192
– – ﹤0.01% 545
2022
Q1 		$9K Buy
+192
New +$9.61K ﹤0.01% 545

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 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 $1.15B AUM 7.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s GSY Position: Q4 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2022, closing a stake of 193 shares — an estimated $9K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in GSY in Q1 2022 and held it in 3 quarters. The position peaked at $9K in Q3 2022. 219 funds tracked by Wall St. Rank hold GSY as of Q4 2022.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2022 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 193 Invesco Ultra Short Duration ETF shares in Q4 2022, an estimated $9K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Invesco Ultra Short Duration ETF in Q1 2022 and held it in 3 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Invesco Ultra Short Duration ETF position peaked at $9K in Q3 2022.
  • 219 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2022, filed 27 Jan 2023.