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

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

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 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 $3.16B AUM 29.04% 1-Year Est. Return

Nations Financial Group's GSY Position: Q4 2023 in Review

Nations Financial Group sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2023, closing a stake of 5,532 shares — an estimated $275K sold.

Nations Financial Group first reported a position in GSY in Q3 2021 and held it in 9 quarters. The position peaked at $6.41M in Q1 2022. 213 funds tracked by Wall St. Rank hold GSY as of Q4 2023.

Nations Financial Group reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2023 after selling out during the quarter.
Nations Financial Group sold 5,532 Invesco Ultra Short Duration ETF shares in Q4 2023, an estimated $275K.
Nations Financial Group first reported a position in Invesco Ultra Short Duration ETF in Q3 2021 and held it in 9 quarters.
Nations Financial Group's Invesco Ultra Short Duration ETF position peaked at $6.41M in Q1 2022.
213 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2023.

Based on Nations Financial Group's 13F filing for Q4 2023, filed 9 Feb 2024.