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Castleview Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Castleview Partners’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
Q4 		– Sell
-4,511
Closed -$226K – 596
2024
Q3 		$226K Buy
+4,511
New +$226K 0.13% 161

Other funds holding GSY

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Castleview Partners's GSY Position: Q4 2024 in Review

Castleview Partners sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2024, closing a stake of 4,511 shares — an estimated $226K sold.

Castleview Partners first reported a position in GSY in Q3 2024 and held it in 1 quarter. The position peaked at $226K in Q3 2024. 250 funds tracked by Wall St. Rank hold GSY as of Q4 2024.

  • Castleview Partners reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2024 after selling out during the quarter.
  • Castleview Partners sold 4,511 Invesco Ultra Short Duration ETF shares in Q4 2024, an estimated $226K.
  • Castleview Partners first reported a position in Invesco Ultra Short Duration ETF in Q3 2024 and held it in 1 quarter.
  • Castleview Partners's Invesco Ultra Short Duration ETF position peaked at $226K in Q3 2024.
  • 250 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.