Birchcreek Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Birchcreek 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
2023 Q3	–	Sell	-4,634	Closed	-$230K	–	135
2023 Q2	$230K	Buy	+4,634	New	+$230K	0.16%	118
2021 Q4	–	Sell	-5,023	Closed	-$254K	–	125
2021 Q3	$254K	Buy	5,023 +331	+7%	+$16.7K	0.24%	93
2021 Q2	$237K	Sell	4,692 -685	-13%	-$34.6K	0.23%	105
2021 Q1	$271K	Buy	5,377 +321	+6%	+$16.2K	0.29%	82
2020 Q4	$255K	Buy	+5,056	New	+$256K	0.25%	82

Other funds holding GSY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Birchcreek Wealth Management's GSY Position: Q3 2023 in Review

Birchcreek Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2023, closing a stake of 4,634 shares — an estimated $230K sold.

Birchcreek Wealth Management first reported a position in GSY in Q4 2020 and held it in 5 quarters. The position peaked at $271K in Q1 2021. 205 funds tracked by Wall St. Rank hold GSY as of Q3 2023.

Birchcreek Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2023 after selling out during the quarter.
Birchcreek Wealth Management sold 4,634 Invesco Ultra Short Duration ETF shares in Q3 2023, an estimated $230K.
Birchcreek Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2020 and held it in 5 quarters.
Birchcreek Wealth Management's Invesco Ultra Short Duration ETF position peaked at $271K in Q1 2021.
205 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2023.

Based on Birchcreek Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.