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

Simplicity Wealth’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
Q3 		– Sell
-160,985
Closed -$8.03M – 778
2024
Q2 		$8.03M Buy
160,985
+22,271
+16% +$1.11M 0.18% 108
2024
Q1 		$6.92M Buy
+138,714
New +$6.92M 0.16% 126

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Simplicity Wealth's GSY Position: Q3 2024 in Review

Simplicity Wealth sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2024, closing a stake of 160,985 shares — an estimated $8.03M sold.

Simplicity Wealth first reported a position in GSY in Q1 2024 and held it in 2 quarters. The position peaked at $8.03M in Q2 2024. 224 funds tracked by Wall St. Rank hold GSY as of Q3 2024.

  • Simplicity Wealth reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 160,985 Invesco Ultra Short Duration ETF shares in Q3 2024, an estimated $8.03M.
  • Simplicity Wealth first reported a position in Invesco Ultra Short Duration ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Invesco Ultra Short Duration ETF position peaked at $8.03M in Q2 2024.
  • 224 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.