CWP
Cyndeo Wealth Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
353,424
+4,106
| +1% | +$206K | 1.05% | 19 |
|
|
2025
Q1 | $17.5M | Buy |
349,318
+25,470
| +8% | +$1.28M | 1.15% | 18 |
|
|
2024
Q4 | $16.2M | Buy |
323,848
+7,483
| +2% | +$375K | 1.1% | 19 |
|
|
2024
Q3 | $15.9M | Buy |
+316,365
| New | +$15.9M | 1.11% | 20 |
|