Householder Group Estate & Retirement Specialist’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Householder Group Estate & Retirement Specialist’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	-8,129	Closed	-$401K	–	627
2022 Q3	$401K	Buy	8,129 +26	+0.3%	+$1.29K	0.17%	130
2022 Q2	$402K	Buy	8,103 +13	+0.2%	+$646	0.18%	131
2022 Q1	$403K	Buy	8,090 +8	+0.1%	+$400	0.16%	134
2021 Q4	$407K	Buy	+8,082	New	+$407K	0.15%	140

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

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

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

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

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GSY Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2022, closing a stake of 8,129 shares — an estimated $401K sold.

Householder Group Estate & Retirement Specialist first reported a position in GSY in Q4 2021 and held it in 4 quarters. The position peaked at $407K in Q4 2021. 220 funds tracked by Wall St. Rank hold GSY as of Q4 2022.

Householder Group Estate & Retirement Specialist reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2022 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 8,129 Invesco Ultra Short Duration ETF shares in Q4 2022, an estimated $401K.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's Invesco Ultra Short Duration ETF position peaked at $407K in Q4 2021.
220 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.