Tradition Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Tradition 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
2023 Q4	–	Sell	-558	Closed	-$28K	–	1310
2023 Q3	$28K	Hold	558	–	–	﹤0.01%	755
2023 Q2	$28K	Buy	+558	New	+$27.7K	﹤0.01%	784

Other funds holding GSY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Tradition Wealth Management's GSY Position: Q4 2023 in Review

Tradition Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2023, closing a stake of 558 shares — an estimated $28K sold.

Tradition Wealth Management first reported a position in GSY in Q2 2023 and held it in 2 quarters. The position peaked at $28K in Q3 2023. 213 funds tracked by Wall St. Rank hold GSY as of Q4 2023.

Tradition Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 558 Invesco Ultra Short Duration ETF shares in Q4 2023, an estimated $28K.
Tradition Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q2 2023 and held it in 2 quarters.
Tradition Wealth Management's Invesco Ultra Short Duration ETF position peaked at $28K in Q3 2023.
213 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.