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

Curi 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
Q3 		– Sell
-287
Closed -$14K – 397
2022
Q2 		$14K Hold
287
– – ﹤0.01% 340
2022
Q1 		$14K Hold
287
– – ﹤0.01% 315
2021
Q4 		$14K Buy
+287
New +$14.5K ﹤0.01% 281
2021
Q1 		– Sell
-287
Closed -$14K – 255
2020
Q4 		$14K Buy
+287
New +$14.5K 0.01% 218

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Curi Wealth Management's GSY Position: Q3 2022 in Review

Curi Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2022, closing a stake of 287 shares — an estimated $14K sold.

Curi Wealth Management first reported a position in GSY in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q2 2022. 240 funds tracked by Wall St. Rank hold GSY as of Q3 2022.

  • Curi Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 287 Invesco Ultra Short Duration ETF shares in Q3 2022, an estimated $14K.
  • Curi Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Invesco Ultra Short Duration ETF position peaked at $14K in Q2 2022.
  • 240 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.