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

Strategies Wealth Advisors’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
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 +$438K 0.12% 57

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Strategies Wealth Advisors's GSY Position: Q3 2023 in Review

Strategies Wealth Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2023, closing a stake of 40,402 shares — an estimated $2.01M sold.

Strategies Wealth Advisors first reported a position in GSY in Q4 2021 and held it in 2 quarters. The position peaked at $2.01M in Q2 2023. 204 funds tracked by Wall St. Rank hold GSY as of Q3 2023.

  • Strategies Wealth Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2023 after selling out during the quarter.
  • Strategies Wealth Advisors sold 40,402 Invesco Ultra Short Duration ETF shares in Q3 2023, an estimated $2.01M.
  • Strategies Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and held it in 2 quarters.
  • Strategies Wealth Advisors's Invesco Ultra Short Duration ETF position peaked at $2.01M in Q2 2023.
  • 204 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2023.

Based on Strategies Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.