SeaCrest Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-1,200	Closed	-$59K	–	978
2022 Q2	$59K	Buy	+1,200	New	+$59.6K	0.01%	1047
2019 Q2	–	Sell	-80	Closed	-$4K	–	1053
2019 Q1	$4K	Hold	80	–	–	﹤0.01%	1777
2018 Q4	$4K	Hold	80	–	–	﹤0.01%	1760
2018 Q3	$4K	Buy	+80	New	+$4.02K	﹤0.01%	1916

Other funds holding GSY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

SeaCrest Wealth Management's GSY Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2022, closing a stake of 1,200 shares — an estimated $59K sold.

SeaCrest Wealth Management first reported a position in GSY in Q3 2018 and held it in 4 quarters. The position peaked at $59K in Q2 2022. 240 funds tracked by Wall St. Rank hold GSY as of Q3 2022.

SeaCrest Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,200 Invesco Ultra Short Duration ETF shares in Q3 2022, an estimated $59K.
SeaCrest Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q3 2018 and held it in 4 quarters.
SeaCrest Wealth Management's Invesco Ultra Short Duration ETF position peaked at $59K in Q2 2022.
240 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.