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Prevail Innovative Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Prevail Innovative Wealth Advisors’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
2024
Q3 		– Sell
-10,450
Closed -$521K – 181
2024
Q2 		$521K Sell
10,450
-1,512
-13% -$75.5K 0.18% 111
2024
Q1 		$597K Buy
11,962
+2,287
+24% +$114K 0.22% 121
2023
Q4 		$483K Buy
9,675
+4,189
+76% +$209K 0.23% 103
2023
Q3 		$273K Buy
+5,486
New +$273K 0.14% 111

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Prevail Innovative Wealth Advisors's GSY Position: Q3 2024 in Review

Prevail Innovative Wealth Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2024, closing a stake of 10,450 shares — an estimated $521K sold.

Prevail Innovative Wealth Advisors first reported a position in GSY in Q3 2023 and held it in 4 quarters. The position peaked at $597K in Q1 2024. 224 funds tracked by Wall St. Rank hold GSY as of Q3 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 10,450 Invesco Ultra Short Duration ETF shares in Q3 2024, an estimated $521K.
  • Prevail Innovative Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q3 2023 and held it in 4 quarters.
  • Prevail Innovative Wealth Advisors's Invesco Ultra Short Duration ETF position peaked at $597K in Q1 2024.
  • 224 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.