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Congress Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Congress Wealth 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
Q4 		– Sell
-4,426
Closed -$219K – 567
2022
Q3 		$219K Sell
4,426
-941
-18% -$46.6K 0.01% 515
2022
Q2 		$266K Sell
5,367
-10,801
-67% -$537K 0.01% 493
2022
Q1 		$806K Buy
16,168
+6,168
+62% +$309K 0.02% 385
2021
Q4 		$503K Buy
+10,000
New +$504K 0.01% 464

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

Congress Wealth Management's GSY Position: Q4 2022 in Review

Congress Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2022, closing a stake of 4,426 shares — an estimated $219K sold.

Congress Wealth Management first reported a position in GSY in Q4 2021 and held it in 4 quarters. The position peaked at $806K in Q1 2022. 219 funds tracked by Wall St. Rank hold GSY as of Q4 2022.

  • Congress Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2022 after selling out during the quarter.
  • Congress Wealth Management sold 4,426 Invesco Ultra Short Duration ETF shares in Q4 2022, an estimated $219K.
  • Congress Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and held it in 4 quarters.
  • Congress Wealth Management's Invesco Ultra Short Duration ETF position peaked at $806K in Q1 2022.
  • 219 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2022.

Based on Congress Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.