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Pointe Capital Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Pointe Capital Management’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
-294
Closed -$14.6K – 253
2023
Q1 		$14.6K Buy
+294
New +$14.6K 0.01% 293

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B 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 $7B AUM 14.85% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Pointe Capital Management's GSY Position: Q2 2023 in Review

Pointe Capital Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2023, closing a stake of 294 shares — an estimated $14.6K sold.

Pointe Capital Management first reported a position in GSY in Q1 2023 and held it in 1 quarter. The position peaked at $14.6K in Q1 2023. 222 funds tracked by Wall St. Rank hold GSY as of Q2 2023.

  • Pointe Capital Management reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2023 after selling out during the quarter.
  • Pointe Capital Management sold 294 Invesco Ultra Short Duration ETF shares in Q2 2023, an estimated $14.6K.
  • Pointe Capital Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2023 and held it in 1 quarter.
  • Pointe Capital Management's Invesco Ultra Short Duration ETF position peaked at $14.6K in Q1 2023.
  • 222 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.