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

Ledge 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 Q2	–	Sell	-6,977	Closed	-$346K	–	64
2023 Q1	$346K	Sell	6,977 -2,509	-26%	-$125K	0.16%	53
2022 Q4	$469K	Buy	9,486 +1,863	+24%	+$92K	0.21%	53
2022 Q3	$376K	Sell	7,623 -2,312	-23%	-$115K	0.23%	52
2022 Q2	$492K	Buy	9,935 +773	+8%	+$38.4K	0.3%	49
2022 Q1	$457K	Buy	+9,162	New	+$459K	0.28%	56

Other funds holding GSY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Ledge Wealth Management's GSY Position: Q2 2023 in Review

Ledge Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2023, closing a stake of 6,977 shares — an estimated $346K sold.

Ledge Wealth Management first reported a position in GSY in Q1 2022 and held it in 5 quarters. The position peaked at $492K in Q2 2022. 222 funds tracked by Wall St. Rank hold GSY as of Q2 2023.

Ledge Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2023 after selling out during the quarter.
Ledge Wealth Management sold 6,977 Invesco Ultra Short Duration ETF shares in Q2 2023, an estimated $346K.
Ledge Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2022 and held it in 5 quarters.
Ledge Wealth Management's Invesco Ultra Short Duration ETF position peaked at $492K in Q2 2022.
222 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2023.

Based on Ledge Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.