Cerity Partners
GSY icon

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

Cerity 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
2022
Q4 		– Sell
-7,520
Closed -$372K – 1506
2022
Q3 		$372K Sell
7,520
-1,500
-17% -$74.3K ﹤0.01% 817
2022
Q2 		$447K Buy
9,020
+20
+0.2% +$994 ﹤0.01% 777
2022
Q1 		$448K Sell
9,000
-5,710
-39% -$286K 0.01% 614
2021
Q4 		$740K Buy
14,710
+4,310
+41% +$217K 0.01% 496
2021
Q3 		$525K Buy
+10,400
New +$525K 0.01% 453

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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Cerity Partners's GSY Position: Q4 2022 in Review

Cerity Partners sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2022, closing a stake of 7,520 shares — an estimated $372K sold.

Cerity Partners first reported a position in GSY in Q3 2021 and held it in 5 quarters. The position peaked at $740K in Q4 2021. 219 funds tracked by Wall St. Rank hold GSY as of Q4 2022.

  • Cerity Partners reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2022 after selling out during the quarter.
  • Cerity Partners sold 7,520 Invesco Ultra Short Duration ETF shares in Q4 2022, an estimated $372K.
  • Cerity Partners first reported a position in Invesco Ultra Short Duration ETF in Q3 2021 and held it in 5 quarters.
  • Cerity Partners's Invesco Ultra Short Duration ETF position peaked at $740K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2022.

Based on Cerity Partners's 13F filing for Q4 2022, filed 15 Feb 2023.