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Money Concepts Capital’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Money Concepts Capital’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
-26,112
Closed -$300K – 402
2023
Q1 		$300K Buy
26,112
+17,285
+196% +$858K 0.02% 356
2022
Q4 		$437K Sell
8,827
-34,629
-80% -$1.71M 0.02% 462
2022
Q3 		$2.15M Buy
43,456
+4,582
+12% +$227K 0.13% 154
2022
Q2 		$1.93M Buy
38,874
+147
+0.4% +$7.3K 0.17% 133
2022
Q1 		$1.93M Buy
38,727
+10,790
+39% +$540K 0.11% 198
2021
Q4 		$1.41M Buy
+27,937
New +$1.41M 0.12% 172
2021
Q1 		$1.13M Buy
22,327
+13,751
+160% +$695K 0.09% 204
2020
Q4 		$434K Buy
+8,576
New +$434K 0.04% 306

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 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
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return