Rosenblum Silverman Sutton’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Rosenblum Silverman Sutton’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 Q4	–	Sell	-5,350	Closed	-$268K	–	75
2024 Q3	$268K	Hold	5,350	–	–	0.07%	72
2024 Q2	$267K	Hold	5,350	–	–	0.07%	70
2024 Q1	$267K	Sell	5,350 -1,200	-18%	-$59.9K	0.08%	71
2023 Q4	$327K	Hold	6,550	–	–	0.1%	63
2023 Q3	$326K	Hold	6,550	–	–	0.11%	64
2023 Q2	$325K	Buy	+6,550	New	+$325K	0.11%	63
2022 Q4	–	Sell	-8,850	Closed	-$437K	–	68
2022 Q3	$437K	Hold	8,850	–	–	0.16%	59
2022 Q2	$439K	Buy	+8,850	New	+$440K	0.14%	59

Other funds holding GSY

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rosenblum Silverman Sutton's GSY Position: Q4 2024 in Review

Rosenblum Silverman Sutton sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2024, closing a stake of 5,350 shares — an estimated $268K sold.

Rosenblum Silverman Sutton first reported a position in GSY in Q2 2022 and held it in 8 quarters. The position peaked at $439K in Q2 2022. 250 funds tracked by Wall St. Rank hold GSY as of Q4 2024.

Rosenblum Silverman Sutton reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2024 after selling out during the quarter.
Rosenblum Silverman Sutton sold 5,350 Invesco Ultra Short Duration ETF shares in Q4 2024, an estimated $268K.
Rosenblum Silverman Sutton first reported a position in Invesco Ultra Short Duration ETF in Q2 2022 and held it in 8 quarters.
Rosenblum Silverman Sutton's Invesco Ultra Short Duration ETF position peaked at $439K in Q2 2022.
250 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2024.

Based on Rosenblum Silverman Sutton's 13F filing for Q4 2024, filed 13 Feb 2025.