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

IHT 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
2024
Q4 		– Sell
-120,182
Closed -$6.03M – 1128
2024
Q3 		$6.03M Buy
120,182
+113,130
+1,604% +$5.67M 0.17% 117
2024
Q2 		$352K Buy
7,052
+957
+16% +$47.8K 0.01% 744
2024
Q1 		$304K Buy
+6,095
New +$304K 0.01% 800
2023
Q3 		– Sell
-4,416
Closed -$219K – 984
2023
Q2 		$219K Buy
+4,416
New +$219K 0.01% 848
2023
Q1 		– Sell
-4,701
Closed -$233K – 972
2022
Q4 		$233K Buy
4,701
+54
+1% +$2.67K 0.01% 765
2022
Q3 		$230K Buy
+4,647
New +$230K 0.02% 727
2022
Q1 		– Sell
-4,496
Closed -$226K – 805
2021
Q4 		$226K Buy
4,496
+303
+7% +$15.3K 0.02% 713
2021
Q3 		$212K Buy
4,193
+105
+3% +$5.3K 0.02% 717
2021
Q2 		$206K Sell
4,088
-326
-7% -$16.5K 0.01% 863
2021
Q1 		$223K Buy
4,414
+96
+2% +$4.85K 0.02% 731
2020
Q4 		$218K Buy
4,318
+251
+6% +$12.7K 0.02% 666
2020
Q3 		$205K Buy
4,067
+43
+1% +$2.17K 0.02% 599
2020
Q2 		$203K Buy
+4,024
New +$202K 0.03% 523

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

IHT Wealth Management's GSY Position: Q4 2024 in Review

IHT Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2024, closing a stake of 120,182 shares — an estimated $6.03M sold.

IHT Wealth Management first reported a position in GSY in Q2 2020 and held it in 13 quarters. The position peaked at $6.03M in Q3 2024. 251 funds tracked by Wall St. Rank hold GSY as of Q4 2024.

  • IHT Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 120,182 Invesco Ultra Short Duration ETF shares in Q4 2024, an estimated $6.03M.
  • IHT Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q2 2020 and held it in 13 quarters.
  • IHT Wealth Management's Invesco Ultra Short Duration ETF position peaked at $6.03M in Q3 2024.
  • 251 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.