Sonora Investment Management Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Sonora Investment Management Group’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 Q4	–	Sell	-8,490	Closed	-$426K	–	302
2024 Q3	$426K	Buy	8,490 +485	+6%	+$24.3K	0.03%	188
2024 Q2	$399K	Hold	8,005	–	–	0.03%	194
2024 Q1	$399K	Buy	+8,005	New	+$400K	0.03%	194
2023 Q2	–	Sell	-5,680	Closed	-$282K	–	272
2023 Q1	$282K	Buy	+5,680	New	+$282K	0.02%	218
2022 Q1	–	Sell	-5,248	Closed	-$264K	–	227
2021 Q4	$264K	Buy	+5,248	New	+$264K	0.03%	180

Other funds holding GSY

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sonora Investment Management Group's GSY Position: Q4 2024 in Review

Sonora Investment Management Group sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2024, closing a stake of 8,490 shares — an estimated $426K sold.

Sonora Investment Management Group first reported a position in GSY in Q4 2021 and held it in 5 quarters. The position peaked at $426K in Q3 2024. 251 funds tracked by Wall St. Rank hold GSY as of Q4 2024.

Sonora Investment Management Group reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2024 after selling out during the quarter.
Sonora Investment Management Group sold 8,490 Invesco Ultra Short Duration ETF shares in Q4 2024, an estimated $426K.
Sonora Investment Management Group first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and held it in 5 quarters.
Sonora Investment Management Group's Invesco Ultra Short Duration ETF position peaked at $426K in Q3 2024.
251 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2024.

Based on Sonora Investment Management Group's 13F filing for Q4 2024, filed 23 Jan 2025.