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

Signature Wealth Management Partners’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
2023 Q3	–	Sell	-4,658	Closed	-$231K	–	98
2023 Q2	$231K	Sell	4,658 -2,039	-30%	-$101K	0.21%	88
2023 Q1	$332K	Sell	6,697 -85	-1%	-$4.22K	0.31%	72
2022 Q4	$335K	Sell	6,782 -87	-1%	-$4.3K	0.33%	69
2022 Q3	$339K	Sell	6,869 -7,526	-52%	-$373K	0.37%	64
2022 Q2	$713K	Sell	14,395 -5,298	-27%	-$263K	0.73%	35
2022 Q1	$981K	Buy	19,693 +10,392	+112%	+$520K	0.84%	31
2021 Q4	$468K	Sell	9,301 -140	-1%	-$7.05K	0.4%	60
2021 Q3	$476K	Sell	9,441 -5,403	-36%	-$273K	0.43%	60
2021 Q2	$749K	Sell	14,844 -8,341	-36%	-$421K	0.68%	37
2021 Q1	$1.17M	Sell	23,185 -40,099	-63%	-$2.03M	1.12%	24
2020 Q4	$3.2M	Buy	+63,284	New	+$3.2M	3.2%	8

Other funds holding GSY

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

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

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

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

Signature Wealth Management Partners's GSY Position: Q3 2023 in Review

Signature Wealth Management Partners sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2023, closing a stake of 4,658 shares — an estimated $231K sold.

Signature Wealth Management Partners first reported a position in GSY in Q4 2020 and held it in 11 quarters. The position peaked at $3.2M in Q4 2020. 205 funds tracked by Wall St. Rank hold GSY as of Q3 2023.

Signature Wealth Management Partners reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2023 after selling out during the quarter.
Signature Wealth Management Partners sold 4,658 Invesco Ultra Short Duration ETF shares in Q3 2023, an estimated $231K.
Signature Wealth Management Partners first reported a position in Invesco Ultra Short Duration ETF in Q4 2020 and held it in 11 quarters.
Signature Wealth Management Partners's Invesco Ultra Short Duration ETF position peaked at $3.2M in Q4 2020.
205 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2023.

Based on Signature Wealth Management Partners's 13F filing for Q3 2023, filed 24 Oct 2023.