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Strategic Blueprint’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Strategic Blueprint’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
Q3 		– Sell
-4,901
Closed -$245K – 669
2024
Q2 		$245K Buy
4,901
+1
+0% +$50 0.02% 541
2024
Q1 		$244K Buy
4,900
+77
+2% +$3.84K 0.02% 535
2023
Q4 		$241K Sell
4,823
-44
-0.9% -$2.19K 0.02% 509
2023
Q3 		$242K Buy
4,867
+1
+0% +$50 0.02% 471
2023
Q2 		$242K Buy
4,866
+1
+0% +$50 0.02% 472
2023
Q1 		$241K Sell
4,865
-33,446
-87% -$1.66M 0.02% 463
2022
Q4 		$1.89M Buy
38,311
+30,525
+392% +$1.51M 0.22% 120
2022
Q3 		$385K Buy
+7,786
New +$386K 0.05% 322

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return