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Inspirion Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Inspirion Wealth Advisors’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
Q2 		– Sell
-4,100
Closed -$203K – 143
2023
Q1 		$203K Sell
4,100
-6,036
-60% -$300K 0.04% 136
2022
Q4 		$501K Sell
10,136
-13,354
-57% -$659K 0.11% 79
2022
Q3 		$1.16M Sell
23,490
-10
-0% -$496 0.26% 39
2022
Q2 		$1.16M Sell
23,500
-4,262
-15% -$212K 0.26% 39
2022
Q1 		$1.38M Sell
27,762
-4,228
-13% -$212K 0.28% 36
2021
Q4 		$1.61M Sell
31,990
-16,935
-35% -$853K 0.34% 33
2021
Q3 		$2.47M Buy
48,925
+14,216
+41% +$718K 0.57% 27
2021
Q2 		$1.75M Sell
34,709
-4,325
-11% -$218K 0.43% 26
2021
Q1 		$1.97M Sell
39,034
-21,901
-36% -$1.11M 0.52% 24
2020
Q4 		$3.08M Buy
60,935
+7,186
+13% +$363K 0.87% 20
2020
Q3 		$2.71M Sell
53,749
-18,983
-26% -$959K 0.93% 19
2020
Q2 		$3.67M Buy
72,732
+145
+0.2% +$7.27K 1.44% 14
2020
Q1 		$3.58M Sell
72,587
-419,665
-85% -$21M 1.77% 13
2019
Q4 		$24.8M Buy
+492,252
New +$24.8M 8.37% 4

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 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
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Inspirion Wealth Advisors's GSY Position: Q2 2023 in Review

Inspirion Wealth Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2023, closing a stake of 4,100 shares — an estimated $203K sold.

Inspirion Wealth Advisors first reported a position in GSY in Q4 2019 and held it in 14 quarters. The position peaked at $24.8M in Q4 2019. 223 funds tracked by Wall St. Rank hold GSY as of Q2 2023.

  • Inspirion Wealth Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2023 after selling out during the quarter.
  • Inspirion Wealth Advisors sold 4,100 Invesco Ultra Short Duration ETF shares in Q2 2023, an estimated $203K.
  • Inspirion Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2019 and held it in 14 quarters.
  • Inspirion Wealth Advisors's Invesco Ultra Short Duration ETF position peaked at $24.8M in Q4 2019.
  • 223 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2023.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.