KIG
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Kowal Investment Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-7
Closed – – 450
2021
Q3 		$0 Buy
+7
New +$353 ﹤0.01% 945

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Kowal Investment Group's GSY Position: Q4 2021 in Review

Kowal Investment Group sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2021, closing a stake of 7 shares.

Kowal Investment Group first reported a position in GSY in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 265 funds tracked by Wall St. Rank hold GSY as of Q4 2021.

  • Kowal Investment Group reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 7 Invesco Ultra Short Duration ETF shares in Q4 2021.
  • Kowal Investment Group first reported a position in Invesco Ultra Short Duration ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Invesco Ultra Short Duration ETF position peaked at $0 in Q3 2021.
  • 265 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.