Neuberger Berman Group
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Neuberger Berman Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Neuberger Berman 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
2022
Q4 		– Sell
-181,213
Closed -$8.95M – 1827
2022
Q3 		$8.95M Sell
181,213
-9,871
-5% -$489K 0.01% 764
2022
Q2 		$9.47M Sell
191,084
-61,679
-24% -$3.07M 0.01% 759
2022
Q1 		$12.6M Buy
252,763
+506
+0.2% +$25.3K 0.01% 764
2021
Q4 		$12.7M Sell
252,257
-5,296
-2% -$267K 0.01% 783
2021
Q3 		$13M Buy
257,553
+52,436
+26% +$2.65M 0.01% 767
2021
Q2 		$10.4M Buy
205,117
+81,278
+66% +$4.1M 0.01% 816
2021
Q1 		$6.25M Buy
123,839
+8,540
+7% +$432K 0.01% 911
2020
Q4 		$5.83M Buy
115,299
+52,708
+84% +$2.66M 0.01% 879
2020
Q3 		$3.16M Buy
+62,591
New +$3.16M ﹤0.01% 967

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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Neuberger Berman Group's GSY Position: Q4 2022 in Review

Neuberger Berman Group sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2022, closing a stake of 181,213 shares — an estimated $8.95M sold.

Neuberger Berman Group first reported a position in GSY in Q3 2020 and held it in 9 quarters. The position peaked at $13M in Q3 2021. 219 funds tracked by Wall St. Rank hold GSY as of Q4 2022.

  • Neuberger Berman Group reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2022 after selling out during the quarter.
  • Neuberger Berman Group sold 181,213 Invesco Ultra Short Duration ETF shares in Q4 2022, an estimated $8.95M.
  • Neuberger Berman Group first reported a position in Invesco Ultra Short Duration ETF in Q3 2020 and held it in 9 quarters.
  • Neuberger Berman Group's Invesco Ultra Short Duration ETF position peaked at $13M in Q3 2021.
  • 219 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2022.

Based on Neuberger Berman Group's 13F filing for Q4 2022, filed 13 Feb 2023.