SWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-40,402	Closed	-$2.01M	–	81
2023 Q2	$2.01M	Buy	+40,402	New	+$2.01M	0.41%	32
2022 Q1	–	Sell	-8,689	Closed	-$437K	–	85
2021 Q4	$437K	Buy	+8,689	New	+$437K	0.12%	57