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

TrinityPoint Wealth’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
Q4 		– Sell
-4,333
Closed -$214K – 284
2022
Q3 		$214K Sell
4,333
-59
-1% -$2.92K 0.05% 253
2022
Q2 		$218K Buy
+4,392
New +$218K 0.05% 253

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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

TrinityPoint Wealth's GSY Position: Q4 2022 in Review

TrinityPoint Wealth sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2022, closing a stake of 4,333 shares — an estimated $214K sold.

TrinityPoint Wealth first reported a position in GSY in Q2 2022 and held it in 2 quarters. The position peaked at $218K in Q2 2022. 219 funds tracked by Wall St. Rank hold GSY as of Q4 2022.

  • TrinityPoint Wealth reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2022 after selling out during the quarter.
  • TrinityPoint Wealth sold 4,333 Invesco Ultra Short Duration ETF shares in Q4 2022, an estimated $214K.
  • TrinityPoint Wealth first reported a position in Invesco Ultra Short Duration ETF in Q2 2022 and held it in 2 quarters.
  • TrinityPoint Wealth's Invesco Ultra Short Duration ETF position peaked at $218K in Q2 2022.
  • 219 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2022.

Based on TrinityPoint Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.