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Evergreen Wealth Solutions’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Evergreen Wealth Solutions’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
-10,351
Closed -$513K – 97
2022
Q2 		$513K Buy
+10,351
New +$514K 0.63% 52

Other funds holding GSY

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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 $777B AUM 61.18% 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 $2.58B AUM 18.84% 1-Year Est. Return

Evergreen Wealth Solutions's GSY Position: Q3 2022 in Review

Evergreen Wealth Solutions sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2022, closing a stake of 10,351 shares — an estimated $513K sold.

Evergreen Wealth Solutions first reported a position in GSY in Q2 2022 and held it in 1 quarter. The position peaked at $513K in Q2 2022. 241 funds tracked by Wall St. Rank hold GSY as of Q3 2022.

  • Evergreen Wealth Solutions reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2022 after selling out during the quarter.
  • Evergreen Wealth Solutions sold 10,351 Invesco Ultra Short Duration ETF shares in Q3 2022, an estimated $513K.
  • Evergreen Wealth Solutions first reported a position in Invesco Ultra Short Duration ETF in Q2 2022 and held it in 1 quarter.
  • Evergreen Wealth Solutions's Invesco Ultra Short Duration ETF position peaked at $513K in Q2 2022.
  • 241 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2022.

Based on Evergreen Wealth Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.