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

Strategic Financial Concepts’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
-10,019
Closed -$201K – 428
2024
Q2 		$201K Buy
+10,019
New +$500K 0.12% 124

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $1.56T 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

Strategic Financial Concepts's GSY Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2024, closing a stake of 10,019 shares — an estimated $201K sold.

Strategic Financial Concepts first reported a position in GSY in Q2 2024 and held it in 1 quarter. The position peaked at $201K in Q2 2024. 223 funds tracked by Wall St. Rank hold GSY as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 10,019 Invesco Ultra Short Duration ETF shares in Q3 2024, an estimated $201K.
  • Strategic Financial Concepts first reported a position in Invesco Ultra Short Duration ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Invesco Ultra Short Duration ETF position peaked at $201K in Q2 2024.
  • 223 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.