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HB Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

HB Wealth Management’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
Q4 		– Sell
-5,272
Closed -$260K – 698
2022
Q3 		$260K Sell
5,272
-2,500
-32% -$124K 0.01% 473
2022
Q2 		$385K Sell
7,772
-150
-2% -$7.45K 0.01% 390
2022
Q1 		$395K Sell
7,922
-3,000
-27% -$150K 0.01% 389
2021
Q4 		$549K Buy
+10,922
New +$550K 0.01% 304

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 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
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

HB Wealth Management's GSY Position: Q4 2022 in Review

HB Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2022, closing a stake of 5,272 shares — an estimated $260K sold.

HB Wealth Management first reported a position in GSY in Q4 2021 and held it in 4 quarters. The position peaked at $549K in Q4 2021. 219 funds tracked by Wall St. Rank hold GSY as of Q4 2022.

  • HB Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2022 after selling out during the quarter.
  • HB Wealth Management sold 5,272 Invesco Ultra Short Duration ETF shares in Q4 2022, an estimated $260K.
  • HB Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and held it in 4 quarters.
  • HB Wealth Management's Invesco Ultra Short Duration ETF position peaked at $549K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2022.

Based on HB Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.