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

Clarity 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
-13,528
Closed -$669K – 55
2022
Q4 		$669K Buy
13,528
+1,201
+10% +$59.3K 0.13% 54
2022
Q3 		$609K Sell
12,327
-5,199
-30% -$258K 0.14% 53
2022
Q2 		$868K Sell
17,526
-175
-1% -$8.7K 0.19% 52
2022
Q1 		$882K Sell
17,701
-3,571
-17% -$179K 0.18% 52
2021
Q4 		$1.07M Sell
21,272
-298,778
-93% -$15M 0.17% 61
2021
Q3 		$16.2M Sell
320,050
-446,570
-58% -$22.5M 3.02% 8
2021
Q2 		$38.7M Buy
766,620
+713,334
+1,339% +$36M 7.43% 3
2021
Q1 		$2.69M Sell
53,286
-37,164
-41% -$1.88M 0.55% 49
2020
Q4 		$4.58M Buy
+90,450
New +$4.57M 1.09% 23

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
GC
Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $93.1B AUM 61.18% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return