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San Luis Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-1,176
Closed -$59K – 222
2022
Q1 		$59K Buy
+1,176
New +$58.9K 0.03% 227
2020
Q4 		$1.03M Buy
+20,470
New +$1.03M 0.67% 39

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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

San Luis Wealth Advisors's GSY Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2022, closing a stake of 1,176 shares — an estimated $59K sold.

San Luis Wealth Advisors first reported a position in GSY in Q4 2020 and held it in 2 quarters. The position peaked at $1.03M in Q4 2020. 248 funds tracked by Wall St. Rank hold GSY as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 1,176 Invesco Ultra Short Duration ETF shares in Q2 2022, an estimated $59K.
  • San Luis Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2020 and held it in 2 quarters.
  • San Luis Wealth Advisors's Invesco Ultra Short Duration ETF position peaked at $1.03M in Q4 2020.
  • 248 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.