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Treasure Coast Financial Planning’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Treasure Coast Financial Planning’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
2022
Q3 		– Sell
-4,150
Closed -$206K – 35
2022
Q2 		$206K Sell
4,150
-33
-0.8% -$1.64K 0.16% 30
2022
Q1 		$208K Sell
4,183
-2,547
-38% -$127K 0.16% 33
2021
Q4 		$338K Buy
+6,730
New +$339K 0.26% 27

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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Treasure Coast Financial Planning's GSY Position: Q3 2022 in Review

Treasure Coast Financial Planning sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2022, closing a stake of 4,150 shares — an estimated $206K sold.

Treasure Coast Financial Planning first reported a position in GSY in Q4 2021 and held it in 3 quarters. The position peaked at $338K in Q4 2021. 240 funds tracked by Wall St. Rank hold GSY as of Q3 2022.

  • Treasure Coast Financial Planning reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2022 after selling out during the quarter.
  • Treasure Coast Financial Planning sold 4,150 Invesco Ultra Short Duration ETF shares in Q3 2022, an estimated $206K.
  • Treasure Coast Financial Planning first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and held it in 3 quarters.
  • Treasure Coast Financial Planning's Invesco Ultra Short Duration ETF position peaked at $338K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2022.

Based on Treasure Coast Financial Planning's 13F filing for Q3 2022, filed 2 Nov 2022.