Hershey Financial Advisers’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Hershey Financial Advisers’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	$26.2K	Buy	+526	New	+$26.3K	0.02%	86

Other funds holding GSY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hershey Financial Advisers's GSY Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q2 2024: 526 shares worth $26.2K. The stake represents 0.02% of the portfolio and ranks #86 among its holdings.

221 funds tracked by Wall St. Rank hold GSY as of Q2 2024.

Hershey Financial Advisers held 526 shares of Invesco Ultra Short Duration ETF worth $26.2K as of Q2 2024.
Invesco Ultra Short Duration ETF was a new Hershey Financial Advisers position in Q2 2024.
Invesco Ultra Short Duration ETF made up 0.02% of Hershey Financial Advisers's portfolio in Q2 2024, its #86 holding.
221 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.