Signature Estate & Investment Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Signature Estate & Investment 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	-5,493	Closed	-$274K	–	178
2022 Q1	$274K	Sell	5,493 -2,715	-33%	-$136K	0.01%	139
2021 Q4	$413K	Buy	8,208 +3,357	+69%	+$169K	0.02%	125
2021 Q3	$245K	Buy	+4,851	New	+$245K	0.01%	148
2020 Q4	–	Sell	-6,322	Closed	-$319K	–	157
2020 Q3	$319K	Buy	+6,322	New	+$319K	0.02%	124
2020 Q2	–	Sell	-47,049	Closed	-$2.32M	–	146
2020 Q1	$2.32M	Buy	+47,049	New	+$2.36M	0.18%	59

Other funds holding GSY

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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 $2.58B AUM 18.84% 1-Year Est. Return

Signature Estate & Investment Advisors's GSY Position: Q2 2022 in Review

Signature Estate & Investment Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2022, closing a stake of 5,493 shares — an estimated $274K sold.

Signature Estate & Investment Advisors first reported a position in GSY in Q1 2020 and held it in 5 quarters. The position peaked at $2.32M in Q1 2020. 249 funds tracked by Wall St. Rank hold GSY as of Q2 2022.

Signature Estate & Investment Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2022 after selling out during the quarter.
Signature Estate & Investment Advisors sold 5,493 Invesco Ultra Short Duration ETF shares in Q2 2022, an estimated $274K.
Signature Estate & Investment Advisors first reported a position in Invesco Ultra Short Duration ETF in Q1 2020 and held it in 5 quarters.
Signature Estate & Investment Advisors's Invesco Ultra Short Duration ETF position peaked at $2.32M in Q1 2020.
249 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2022.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.