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

Sonora Investment 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
2021
Q3 		$265K Hold
5,248
– – 0.03% 176
2021
Q2 		$265K Buy
+5,248
New +$265K 0.03% 171

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sonora Investment Management's GSY Position: Q3 2021 in Review

Sonora Investment Management held its Invesco Ultra Short Duration ETF (GSY) position steady in Q3 2021 at 5,248 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #176.

Sonora Investment Management first reported a position in GSY in Q2 2021 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold GSY as of Q3 2021.

  • Sonora Investment Management held 5,248 shares of Invesco Ultra Short Duration ETF worth $265K as of Q3 2021.
  • Sonora Investment Management left its Invesco Ultra Short Duration ETF share count unchanged in Q3 2021.
  • Invesco Ultra Short Duration ETF made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #176 holding.
  • Sonora Investment Management first reported a position in Invesco Ultra Short Duration ETF in Q2 2021 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.