MW
GSY icon

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

Milestone Wealth’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
2022
Q3 		$1.22M Hold
24,600
– – 1.36% 16
2022
Q2 		$1.22M Sell
24,600
-4,924
-17% -$245K 1.28% 17
2022
Q1 		$1.49M Hold
29,524
– – 1.21% 17
2021
Q4 		$1.49M Buy
+29,524
New +$1.49M 1.19% 17

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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Milestone Wealth's GSY Position: Q3 2022 in Review

Milestone Wealth held its Invesco Ultra Short Duration ETF (GSY) position steady in Q3 2022 at 24,600 shares worth $1.22M. The position accounts for 1.36% of the portfolio, ranked #16.

Milestone Wealth first reported a position in GSY in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.49M in Q1 2022. 240 funds tracked by Wall St. Rank hold GSY as of Q3 2022.

  • Milestone Wealth held 24,600 shares of Invesco Ultra Short Duration ETF worth $1.22M as of Q3 2022.
  • Milestone Wealth left its Invesco Ultra Short Duration ETF share count unchanged in Q3 2022.
  • Invesco Ultra Short Duration ETF made up 1.36% of Milestone Wealth's portfolio in Q3 2022, its #16 holding.
  • Milestone Wealth first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Invesco Ultra Short Duration ETF position peaked at $1.49M in Q1 2022.
  • 240 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.