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Epic Trust Investment Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Epic Trust Investment 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
2024
Q2 		$1.56M Buy
31,221
+22,381
+253% +$1.12M 1.72% 12
2024
Q1 		$441K Buy
+8,840
New +$441K 0.54% 46

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Epic Trust Investment Advisors's GSY Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Invesco Ultra Short Duration ETF (GSY) stake by 253% in Q2 2024, buying an estimated $1.12M and bringing the position to 31,221 shares worth $1.56M. The position accounts for 1.72% of the portfolio, ranked #12.

Epic Trust Investment Advisors first reported a position in GSY in Q1 2024 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold GSY as of Q2 2024.

  • Epic Trust Investment Advisors held 31,221 shares of Invesco Ultra Short Duration ETF worth $1.56M as of Q2 2024.
  • Epic Trust Investment Advisors bought 22,381 Invesco Ultra Short Duration ETF shares in Q2 2024, an estimated $1.12M.
  • Invesco Ultra Short Duration ETF made up 1.72% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #12 holding.
  • Epic Trust Investment Advisors first reported a position in Invesco Ultra Short Duration ETF in Q1 2024 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.