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

Laidlaw 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
2023
Q3 		– Sell
-4,273
Closed -$212K – 309
2023
Q2 		$212K Hold
4,273
– – 0.04% 318
2023
Q1 		$212K Sell
4,273
-153
-3% -$7.59K 0.04% 325
2022
Q4 		$219K Sell
4,426
-1,536
-26% -$75.8K 0.05% 318
2022
Q3 		$294K Hold
5,962
– – 0.07% 240
2022
Q2 		$295K Sell
5,962
-452
-7% -$22.5K 0.06% 269
2022
Q1 		$320K Sell
6,414
-720
-10% -$36K 0.05% 292
2021
Q4 		$359K Sell
7,134
-30,575
-81% -$1.54M 0.06% 275
2021
Q3 		$1.9M Sell
37,709
-12,524
-25% -$632K 0.49% 58
2021
Q2 		$2.54M Sell
50,233
-1,195
-2% -$60.3K 0.65% 39
2021
Q1 		$2.6M Buy
51,428
+20,705
+67% +$1.05M 0.89% 31
2020
Q4 		$1.55M Sell
30,723
-23,983
-44% -$1.21M 0.33% 84
2020
Q3 		$2.76M Sell
54,706
-1,589
-3% -$80.3K 1.23% 15
2020
Q2 		$2.84M Sell
56,295
-3,872
-6% -$194K 1.48% 10
2020
Q1 		$2.97M Buy
+60,167
New +$3.01M 1.94% 9

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

Laidlaw Wealth Management's GSY Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2023, closing a stake of 4,273 shares — an estimated $212K sold.

Laidlaw Wealth Management first reported a position in GSY in Q1 2020 and held it in 14 quarters. The position peaked at $2.97M in Q1 2020. 204 funds tracked by Wall St. Rank hold GSY as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 4,273 Invesco Ultra Short Duration ETF shares in Q3 2023, an estimated $212K.
  • Laidlaw Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2020 and held it in 14 quarters.
  • Laidlaw Wealth Management's Invesco Ultra Short Duration ETF position peaked at $2.97M in Q1 2020.
  • 204 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.