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	0.07%	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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

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

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gratus Capital Atlanta, Georgia $2.5B 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 New York $1.21T AUM 78.12% 1-Year Est. Return

SteelPeak Wealth's GSY Position: Q1 2022 in Review

SteelPeak Wealth sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2022, closing a stake of 9,177 shares — an estimated $462K sold.

SteelPeak Wealth first reported a position in GSY in Q2 2020 and held it in 7 quarters. The position peaked at $1.12M in Q3 2020. 253 funds tracked by Wall St. Rank hold GSY as of Q1 2022.

SteelPeak Wealth reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2022 after selling out during the quarter.
SteelPeak Wealth sold 9,177 Invesco Ultra Short Duration ETF shares in Q1 2022, an estimated $462K.
SteelPeak Wealth first reported a position in Invesco Ultra Short Duration ETF in Q2 2020 and held it in 7 quarters.
SteelPeak Wealth's Invesco Ultra Short Duration ETF position peaked at $1.12M in Q3 2020.
253 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2022.

Based on SteelPeak Wealth's 13F filing for Q1 2022, filed 10 May 2022.