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Ceera Investments’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Ceera Investments’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
-29,355
Closed -$1.45M – 76
2022
Q4 		$1.45M Sell
29,355
-2,510
-8% -$124K 0.92% 43
2022
Q3 		$1.57M Sell
31,865
-28,775
-47% -$1.43M 1.04% 36
2022
Q2 		$3M Sell
60,640
-16,975
-22% -$844K 1.72% 23
2022
Q1 		$3.87M Sell
77,615
-5,510
-7% -$276K 1.93% 17
2021
Q4 		$4.18M Buy
83,125
+2,615
+3% +$132K 2.17% 15
2021
Q3 		$4.06M Buy
+80,510
New +$4.06M 2.23% 14

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

Ceera Investments's GSY Position: Q1 2023 in Review

Ceera Investments sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2023, closing a stake of 29,355 shares — an estimated $1.45M sold.

Ceera Investments first reported a position in GSY in Q3 2021 and held it in 6 quarters. The position peaked at $4.18M in Q4 2021. 214 funds tracked by Wall St. Rank hold GSY as of Q1 2023.

  • Ceera Investments reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2023 after selling out during the quarter.
  • Ceera Investments sold 29,355 Invesco Ultra Short Duration ETF shares in Q1 2023, an estimated $1.45M.
  • Ceera Investments first reported a position in Invesco Ultra Short Duration ETF in Q3 2021 and held it in 6 quarters.
  • Ceera Investments's Invesco Ultra Short Duration ETF position peaked at $4.18M in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2023.

Based on Ceera Investments's 13F filing for Q1 2023, filed 9 May 2023.