DHGWA
GSY icon

Dixon Hughes Goodman Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$20K Hold
397
– – 0.01% 431
2021
Q4 		$20K Buy
+397
New +$20K 0.01% 373

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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's GSY Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Invesco Ultra Short Duration ETF (GSY) position steady in Q1 2022 at 397 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #431.

Dixon Hughes Goodman Wealth Advisors first reported a position in GSY in Q4 2021 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold GSY as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 397 shares of Invesco Ultra Short Duration ETF worth $20K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Invesco Ultra Short Duration ETF share count unchanged in Q1 2022.
  • Invesco Ultra Short Duration ETF made up 0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #431 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.