Clear Creek Financial Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Clear Creek Financial Management’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 Q2	–	Sell	-4,480	Closed	-$223K	–	338
2022 Q1	$223K	Sell	4,480 -200	-4%	-$10K	0.04%	296
2021 Q4	$235K	Sell	4,680 -20	-0.4%	-$1.01K	0.04%	294
2021 Q3	$237K	Buy	4,700 +100	+2%	+$5.05K	0.04%	270
2021 Q2	$232K	Buy	+4,600	New	+$232K	0.04%	271

Other funds holding GSY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Clear Creek Financial Management's GSY Position: Q2 2022 in Review

Clear Creek Financial Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2022, closing a stake of 4,480 shares — an estimated $223K sold.

Clear Creek Financial Management first reported a position in GSY in Q2 2021 and held it in 4 quarters. The position peaked at $237K in Q3 2021. 248 funds tracked by Wall St. Rank hold GSY as of Q2 2022.

Clear Creek Financial Management reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2022 after selling out during the quarter.
Clear Creek Financial Management sold 4,480 Invesco Ultra Short Duration ETF shares in Q2 2022, an estimated $223K.
Clear Creek Financial Management first reported a position in Invesco Ultra Short Duration ETF in Q2 2021 and held it in 4 quarters.
Clear Creek Financial Management's Invesco Ultra Short Duration ETF position peaked at $237K in Q3 2021.
248 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2022.

Based on Clear Creek Financial Management's 13F filing for Q2 2022, filed 27 Jul 2022.