Vickerman Investment Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Vickerman Investment 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 Q1	–	Sell	-124,300	Closed	-$6.15M	–	71
2022 Q4	$6.15M	Sell	124,300 -163,235	-57%	-$8.06M	2.79%	7
2022 Q3	$14.2M	Buy	287,535 +35,925	+14%	+$1.78M	6.85%	3
2022 Q2	$12.5M	Buy	251,610 +27,481	+12%	+$1.37M	5.9%	3
2022 Q1	$11.1M	Buy	224,129 +10,323	+5%	+$517K	4.95%	4
2021 Q4	$10.8M	Buy	213,806 +194,267	+994%	+$9.78M	4.34%	4
2021 Q3	$986K	Buy	+19,539	New	+$986K	0.39%	52

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

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

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

Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

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

AWS

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Vickerman Investment Advisors's GSY Position: Q1 2023 in Review

Vickerman Investment Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2023, closing a stake of 124,300 shares — an estimated $6.15M sold.

Vickerman Investment Advisors first reported a position in GSY in Q3 2021 and held it in 6 quarters. The position peaked at $14.2M in Q3 2022. 214 funds tracked by Wall St. Rank hold GSY as of Q1 2023.

Vickerman Investment Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2023 after selling out during the quarter.
Vickerman Investment Advisors sold 124,300 Invesco Ultra Short Duration ETF shares in Q1 2023, an estimated $6.15M.
Vickerman Investment Advisors first reported a position in Invesco Ultra Short Duration ETF in Q3 2021 and held it in 6 quarters.
Vickerman Investment Advisors's Invesco Ultra Short Duration ETF position peaked at $14.2M in Q3 2022.
214 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2023.

Based on Vickerman Investment Advisors's 13F filing for Q1 2023, filed 4 May 2023.