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TCWM
Total Clarity Wealth Management’s
Invesco Ultra Short Duration ETF
GSY
Stock Holding History
Total Clarity Wealth Management’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
2026
Q1
$4.41M
Buy
88,081
+46,936
+114%
+$2.36M
1.04%
25
2025
Q4
$2.07M
Buy
41,145
+22,548
+121%
+$1.13M
0.5%
57
2025
Q3
$934K
Buy
18,597
+354
+2%
+$17.8K
0.25%
108
2025
Q2
$915K
Buy
18,243
+7,115
+64%
+$357K
0.26%
99
2025
Q1
$558K
Sell
11,128
-172
-2%
-$8.63K
0.18%
136
2024
Q4
$566K
Buy
+11,300
New
+$567K
0.18%
134
2022
Q4
–
Sell
-4,290
Closed
-$212K
–
244
2022
Q3
$212K
Hold
4,290
–
–
0.13%
206
2022
Q2
$213K
Sell
4,290
-285
-6%
-$14.2K
0.11%
188
2022
Q1
$228K
Sell
4,575
-200
-4%
-$10K
0.13%
197
2021
Q4
$240K
Sell
4,775
-515
-10%
-$25.9K
0.11%
188
2021
Q3
$267K
Sell
5,290
-675
-11%
-$34.1K
0.13%
179
2021
Q2
$301K
Sell
5,965
-925
-13%
-$46.7K
0.17%
158
2021
Q1
$348K
Buy
6,890
+675
+11%
+$34.1K
0.2%
117
2020
Q4
$314K
Buy
6,215
+160
+3%
+$8.09K
0.22%
111
2020
Q3
$306K
Buy
6,055
+2,000
+49%
+$101K
0.27%
94
2020
Q2
$205K
Buy
+4,055
New
+$203K
0.19%
118
2020
Q1
–
Sell
-2,744
Closed
-$138K
–
292
2019
Q4
$138K
Buy
+2,744
New
+$138K
0.1%
150
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$1.16B AUM
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1-Year Est. Return
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$564B AUM
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1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
CAAS
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Williamston, Michigan
$2.61B AUM
15.59%
1-Year Est. Return
AWM
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Carlsbad, California
$3.12B AUM
21%
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Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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