BBHC
GSY icon

Brown Brothers Harriman & Co’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Brown Brothers Harriman & Co’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
-76,791
Closed -$3.81M – 1253
2023
Q2 		$3.81M Buy
76,791
+1,005
+1% +$49.9K 0.03% 149
2023
Q1 		$3.76M Hold
75,786
– – 0.03% 133
2022
Q4 		$3.75M Hold
75,786
– – 0.03% 123
2022
Q3 		$3.74M Buy
75,786
+5,650
+8% +$280K 0.03% 116
2022
Q2 		$3.48M Hold
70,136
– – 0.03% 129
2022
Q1 		$3.5M Hold
70,136
– – 0.02% 137
2021
Q4 		$3.53K Buy
70,136
+7,649
+12% +$385K 0.02% 143
2021
Q3 		$3.15K Hold
62,487
– – 0.02% 141
2021
Q2 		$3.15K Buy
62,487
+4,756
+8% +$240K 0.02% 146
2021
Q1 		$2.91K Buy
57,731
+8,713
+18% +$440K 0.02% 146
2020
Q4 		$2.48M Buy
49,018
+4,948
+11% +$250K 0.02% 153
2020
Q3 		$2.23M Hold
44,070
– – 0.02% 149
2020
Q2 		$2.22M Buy
+44,070
New +$2.21M 0.02% 144

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Avestar Capital New York $1.46B 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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 1-Year Est. Return