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Crestone Asset Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Crestone Asset 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
2021
Q4 		– Sell
-43,085
Closed -$2.17M – 95
2021
Q3 		$2.17M Buy
+43,085
New +$2.17M 0.48% 32

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Crestone Asset Management's GSY Position: Q4 2021 in Review

Crestone Asset Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2021, closing a stake of 43,085 shares — an estimated $2.17M sold.

Crestone Asset Management first reported a position in GSY in Q3 2021 and held it in 1 quarter. The position peaked at $2.17M in Q3 2021. 266 funds tracked by Wall St. Rank hold GSY as of Q4 2021.

  • Crestone Asset Management reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2021 after selling out during the quarter.
  • Crestone Asset Management sold 43,085 Invesco Ultra Short Duration ETF shares in Q4 2021, an estimated $2.17M.
  • Crestone Asset Management first reported a position in Invesco Ultra Short Duration ETF in Q3 2021 and held it in 1 quarter.
  • Crestone Asset Management's Invesco Ultra Short Duration ETF position peaked at $2.17M in Q3 2021.
  • 266 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2021.

Based on Crestone Asset Management's 13F filing for Q4 2021, filed 10 Feb 2022.