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Horan Securities’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-315
Closed -$15.6K – 318
2023
Q2 		$15.6K Hold
315
– – 0.01% 339
2023
Q1 		$15.6K Hold
315
– – 0.01% 332
2022
Q4 		$15.6K Hold
315
– – 0.01% 321
2022
Q3 		$16K Hold
315
– – 0.01% 298
2022
Q2 		$16K Hold
315
– – 0.01% 272
2022
Q1 		$16K Hold
315
– – 0.01% 273
2021
Q4 		$16K Buy
+315
New +$15.9K 0.01% 271

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Horan Securities's GSY Position: Q3 2023 in Review

Horan Securities sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2023, closing a stake of 315 shares — an estimated $15.6K sold.

Horan Securities first reported a position in GSY in Q4 2021 and held it in 7 quarters. The position peaked at $16K in Q3 2022. 204 funds tracked by Wall St. Rank hold GSY as of Q3 2023.

  • Horan Securities reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 315 Invesco Ultra Short Duration ETF shares in Q3 2023, an estimated $15.6K.
  • Horan Securities first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and held it in 7 quarters.
  • Horan Securities's Invesco Ultra Short Duration ETF position peaked at $16K in Q3 2022.
  • 204 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.