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Retirement Financial Solutions’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-470
Closed -$23.2K – 106
2022
Q4 		$23.2K Buy
+470
New +$23.2K 0.02% 84

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
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Retirement Financial Solutions's GSY Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2023, closing a stake of 470 shares — an estimated $23.2K sold.

Retirement Financial Solutions first reported a position in GSY in Q4 2022 and held it in 1 quarter. The position peaked at $23.2K in Q4 2022. 214 funds tracked by Wall St. Rank hold GSY as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 470 Invesco Ultra Short Duration ETF shares in Q1 2023, an estimated $23.2K.
  • Retirement Financial Solutions first reported a position in Invesco Ultra Short Duration ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Invesco Ultra Short Duration ETF position peaked at $23.2K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.