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RTD Financial Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

RTD Financial 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
Q2 		– Sell
-22,947
Closed -$1.14M – 108
2024
Q1 		$1.14M Hold
22,947
– – 0.15% 61
2023
Q4 		$1.14M Buy
22,947
+12,711
+124% +$633K 0.16% 61
2023
Q3 		$509K Buy
+10,236
New +$509K 0.08% 75

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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RTD Financial Advisors's GSY Position: Q2 2024 in Review

RTD Financial Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2024, closing a stake of 22,947 shares — an estimated $1.14M sold.

RTD Financial Advisors first reported a position in GSY in Q3 2023 and held it in 3 quarters. The position peaked at $1.14M in Q1 2024. 221 funds tracked by Wall St. Rank hold GSY as of Q2 2024.

  • RTD Financial Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2024 after selling out during the quarter.
  • RTD Financial Advisors sold 22,947 Invesco Ultra Short Duration ETF shares in Q2 2024, an estimated $1.14M.
  • RTD Financial Advisors first reported a position in Invesco Ultra Short Duration ETF in Q3 2023 and held it in 3 quarters.
  • RTD Financial Advisors's Invesco Ultra Short Duration ETF position peaked at $1.14M in Q1 2024.
  • 221 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2024.

Based on RTD Financial Advisors's 13F filing for Q2 2024, filed 22 Jul 2024.