SWM
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Spire Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Spire Wealth 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
2023
Q3 		– Sell
-331
Closed -$16.4K – 2408
2023
Q2 		$16.4K Buy
331
+6
+2% +$298 ﹤0.01% 1660
2023
Q1 		$16.1K Buy
325
+168
+107% +$8.34K ﹤0.01% 1693
2022
Q4 		$8K Sell
157
-285
-64% -$14.1K ﹤0.01% 1691
2022
Q3 		$22K Sell
442
-546
-55% -$27.1K ﹤0.01% 1292
2022
Q2 		$49K Sell
988
-5,768
-85% -$287K ﹤0.01% 1296
2022
Q1 		$337K Sell
6,756
-766
-10% -$38.3K 0.01% 687
2021
Q4 		$378K Sell
7,522
-344
-4% -$17.3K 0.01% 807
2021
Q3 		$397K Sell
7,866
-2,938
-27% -$148K 0.01% 669
2021
Q2 		$545K Sell
10,804
-11,219
-51% -$567K 0.01% 585
2021
Q1 		$1.11M Buy
+22,023
New +$1.11M 0.03% 408

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Avestar Capital New York $1.46B AUM 31.38% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 1-Year Est. Return