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DeDora Capital’s Invesco Ultra Short Duration ETF GSY Stock Holding History

DeDora Capital’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
-15,036
Closed -$759K – 77
2021
Q3 		$759K Buy
+15,036
New +$759K 0.33% 61
2021
Q2 		– Sell
-4,825
Closed -$244K – 98
2021
Q1 		$244K Buy
+4,825
New +$244K 0.12% 86

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

DeDora Capital's GSY Position: Q4 2021 in Review

DeDora Capital sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2021, closing a stake of 15,036 shares — an estimated $759K sold.

DeDora Capital first reported a position in GSY in Q1 2021 and held it in 2 quarters. The position peaked at $759K in Q3 2021. 266 funds tracked by Wall St. Rank hold GSY as of Q4 2021.

  • DeDora Capital reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2021 after selling out during the quarter.
  • DeDora Capital sold 15,036 Invesco Ultra Short Duration ETF shares in Q4 2021, an estimated $759K.
  • DeDora Capital first reported a position in Invesco Ultra Short Duration ETF in Q1 2021 and held it in 2 quarters.
  • DeDora Capital's Invesco Ultra Short Duration ETF position peaked at $759K in Q3 2021.
  • 266 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2021.

Based on DeDora Capital's 13F filing for Q4 2021, filed 18 Jan 2022.