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BOK Financial’s Invesco Ultra Short Duration ETF GSY Stock Holding History

BOK Financial’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
Q1 		– Sell
-4,232
Closed -$209K – 1198
2022
Q4 		$209K Buy
+4,232
New +$209K ﹤0.01% 844

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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

BOK Financial's GSY Position: Q1 2023 in Review

BOK Financial sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2023, closing a stake of 4,232 shares — an estimated $209K sold.

BOK Financial first reported a position in GSY in Q4 2022 and held it in 1 quarter. The position peaked at $209K in Q4 2022. 214 funds tracked by Wall St. Rank hold GSY as of Q1 2023.

  • BOK Financial reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2023 after selling out during the quarter.
  • BOK Financial sold 4,232 Invesco Ultra Short Duration ETF shares in Q1 2023, an estimated $209K.
  • BOK Financial first reported a position in Invesco Ultra Short Duration ETF in Q4 2022 and held it in 1 quarter.
  • BOK Financial's Invesco Ultra Short Duration ETF position peaked at $209K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2023.

Based on BOK Financial's 13F filing for Q1 2023, filed 11 May 2023.