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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Avestar Capital New York $1.46B AUM 31.38% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 1-Year Est. Return