PWM
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Purus Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Purus Wealth 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
2021
Q4 		– Sell
-5,123
Closed -$259K – 118
2021
Q3 		$259K Sell
5,123
-1,788
-26% -$90.3K 0.18% 86
2021
Q2 		$349K Buy
6,911
+552
+9% +$27.9K 0.25% 66
2021
Q1 		$321K Buy
+6,359
New +$321K 0.27% 63

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Purus Wealth Management's GSY Position: Q4 2021 in Review

Purus Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2021, closing a stake of 5,123 shares — an estimated $259K sold.

Purus Wealth Management first reported a position in GSY in Q1 2021 and held it in 3 quarters. The position peaked at $349K in Q2 2021. 265 funds tracked by Wall St. Rank hold GSY as of Q4 2021.

  • Purus Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2021 after selling out during the quarter.
  • Purus Wealth Management sold 5,123 Invesco Ultra Short Duration ETF shares in Q4 2021, an estimated $259K.
  • Purus Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2021 and held it in 3 quarters.
  • Purus Wealth Management's Invesco Ultra Short Duration ETF position peaked at $349K in Q2 2021.
  • 265 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2021.

Based on Purus Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.