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Nations Financial Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Nations Financial Group’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
Q4 		– Sell
-5,532
Closed -$275K – 631
2023
Q3 		$275K Sell
5,532
-470
-8% -$23.4K 0.03% 512
2023
Q2 		$298K Hold
6,002
– – 0.03% 499
2023
Q1 		$298K Sell
6,002
-266
-4% -$13.2K 0.03% 486
2022
Q4 		$310K Sell
6,268
-1,679
-21% -$82.9K 0.03% 465
2022
Q3 		$393K Sell
7,947
-119,994
-94% -$5.95M 0.06% 346
2022
Q2 		$6.34M Sell
127,941
-751
-0.6% -$37.3K 0.85% 20
2022
Q1 		$6.41M Buy
128,692
+32,575
+34% +$1.63M 0.77% 24
2021
Q4 		$4.83M Sell
96,117
-2,161
-2% -$109K 0.64% 29
2021
Q3 		$4.96M Buy
+98,278
New +$4.96M 0.75% 24

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return