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Blue Trust Inc’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Blue Trust Inc’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
-146
Closed -$7.3K – 2943
2024
Q2 		$7.3K Hold
146
– – ﹤0.01% 2054
2024
Q1 		$7.3K Buy
+146
New +$7.29K ﹤0.01% 1537

Other funds holding GSY

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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 $7B AUM 14.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Blue Trust Inc's GSY Position: Q3 2024 in Review

Blue Trust Inc sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2024, closing a stake of 146 shares — an estimated $7.3K sold.

Blue Trust Inc first reported a position in GSY in Q1 2024 and held it in 2 quarters. The position peaked at $7.3K in Q2 2024. 224 funds tracked by Wall St. Rank hold GSY as of Q3 2024.

  • Blue Trust Inc reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2024 after selling out during the quarter.
  • Blue Trust Inc sold 146 Invesco Ultra Short Duration ETF shares in Q3 2024, an estimated $7.3K.
  • Blue Trust Inc first reported a position in Invesco Ultra Short Duration ETF in Q1 2024 and held it in 2 quarters.
  • Blue Trust Inc's Invesco Ultra Short Duration ETF position peaked at $7.3K in Q2 2024.
  • 224 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.