SW
GSY icon

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

SteelPeak 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
2022
Q1 		– Sell
-9,177
Closed -$462K – 447
2021
Q4 		$462K Sell
9,177
-3,702
-29% -$186K 0.03% 273
2021
Q3 		$650K Sell
12,879
-1,184
-8% -$59.8K 0.04% 218
2021
Q2 		$710K Sell
14,063
-4,264
-23% -$215K 0.05% 225
2021
Q1 		$925K Sell
18,327
-811
-4% -$41K 0.08% 169
2020
Q4 		$968K Sell
19,138
-3,093
-14% -$156K 0.09% 159
2020
Q3 		$1.12M Buy
22,231
+4,396
+25% +$222K 0.12% 127
2020
Q2 		$900K Buy
+17,835
New +$894K 0.11% 128

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $806M AUM 13.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return