Meitav Investment House’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Meitav Investment House’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	-3,963	Closed	-$196K	–	413
2023 Q2	$196K	Buy	+3,963	New	+$197K	﹤0.01%	347
2023 Q1	–	Sell	-4,276	Closed	-$211K	–	366
2022 Q4	$211K	Hold	4,276	–	–	﹤0.01%	347
2022 Q3	$211K	Buy	+4,276	New	+$212K	﹤0.01%	346
2022 Q2	–	Sell	-4,276	Closed	-$212K	–	356
2022 Q1	$212K	Sell	4,276 -4,093	-49%	-$205K	﹤0.01%	368
2021 Q4	$420K	Buy	8,369 +523	+7%	+$26.3K	0.01%	319
2021 Q3	$395K	Sell	7,846 -402	-5%	-$20.3K	0.01%	330
2021 Q2	$415K	Buy	8,248 +4,241	+106%	+$214K	0.01%	326
2021 Q1	$202K	Buy	+4,007	New	+$203K	0.01%	361

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

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

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

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Meitav Investment House's GSY Position: Q3 2023 in Review

Meitav Investment House sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2023, closing a stake of 3,963 shares — an estimated $196K sold.

Meitav Investment House first reported a position in GSY in Q1 2021 and held it in 8 quarters. The position peaked at $420K in Q4 2021. 204 funds tracked by Wall St. Rank hold GSY as of Q3 2023.

Meitav Investment House reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2023 after selling out during the quarter.
Meitav Investment House sold 3,963 Invesco Ultra Short Duration ETF shares in Q3 2023, an estimated $196K.
Meitav Investment House first reported a position in Invesco Ultra Short Duration ETF in Q1 2021 and held it in 8 quarters.
Meitav Investment House's Invesco Ultra Short Duration ETF position peaked at $420K in Q4 2021.
204 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2023.

Based on Meitav Investment House's 13F filing for Q3 2023, filed 30 Oct 2023.