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

Retirement 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
2024
Q1 		$17.6K Buy
353
+5
+1% +$250 0.01% 379
2023
Q4 		$17.4K Sell
348
-4
-1% -$199 0.01% 364
2023
Q3 		$17.5K Sell
352
-16
-4% -$796 0.01% 333
2023
Q2 		$18.2K Buy
368
+5
+1% +$248 0.01% 330
2023
Q1 		$18K Sell
363
-1,170
-76% -$58.1K 0.01% 316
2022
Q4 		$76K Buy
1,533
+3
+0.2% +$148 0.04% 145
2022
Q3 		$76K Buy
1,530
+9
+0.6% +$446 0.06% 95
2022
Q2 		$75K Sell
1,521
-657
-30% -$32.6K 0.03% 175
2022
Q1 		$109K Sell
2,178
-498
-19% -$24.9K 0.04% 162
2021
Q4 		$135K Sell
2,676
-1,058
-28% -$53.3K 0.06% 144
2021
Q3 		$188K Sell
3,734
-198
-5% -$9.99K 0.09% 124
2021
Q2 		$198K Sell
3,932
-2,405
-38% -$121K 0.1% 117
2021
Q1 		$320K Sell
6,337
-1,239
-16% -$62.6K 0.15% 96
2020
Q4 		$383K Sell
7,576
-6,355
-46% -$321K 0.18% 83
2020
Q3 		$704K Sell
13,931
-122
-0.9% -$6.16K 0.4% 49
2020
Q2 		$709K Buy
+14,053
New +$704K 0.44% 49
2019
Q4 		$78K Buy
+1,550
New +$78.1K 0.05% 183

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Retirement Group's GSY Position: Q1 2024 in Review

Retirement Group increased its Invesco Ultra Short Duration ETF (GSY) stake by 1.4% in Q1 2024, buying an estimated $250 and bringing the position to 353 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #379.

Retirement Group first reported a position in GSY in Q4 2019 and has held it in 17 quarters since. The position peaked at $709K in Q2 2020. 222 funds tracked by Wall St. Rank hold GSY as of Q1 2024.

  • Retirement Group held 353 shares of Invesco Ultra Short Duration ETF worth $17.6K as of Q1 2024.
  • Retirement Group bought 5 Invesco Ultra Short Duration ETF shares in Q1 2024, an estimated $250.
  • Invesco Ultra Short Duration ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #379 holding.
  • Retirement Group first reported a position in Invesco Ultra Short Duration ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's Invesco Ultra Short Duration ETF position peaked at $709K in Q2 2020.
  • 222 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.