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

Bison Wealth’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
2024
Q3 		– Sell
-8,990
Closed -$449K – 440
2024
Q2 		$449K Hold
8,990
– – 0.07% 259
2024
Q1 		$449K Buy
+8,990
New +$449K 0.07% 259

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Bison Wealth's GSY Position: Q3 2024 in Review

Bison Wealth sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2024, closing a stake of 8,990 shares — an estimated $449K sold.

Bison Wealth first reported a position in GSY in Q1 2024 and held it in 2 quarters. The position peaked at $449K in Q2 2024. 223 funds tracked by Wall St. Rank hold GSY as of Q3 2024.

  • Bison Wealth reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2024 after selling out during the quarter.
  • Bison Wealth sold 8,990 Invesco Ultra Short Duration ETF shares in Q3 2024, an estimated $449K.
  • Bison Wealth first reported a position in Invesco Ultra Short Duration ETF in Q1 2024 and held it in 2 quarters.
  • Bison Wealth's Invesco Ultra Short Duration ETF position peaked at $449K in Q2 2024.
  • 223 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2024.

Based on Bison Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.