Vishria Bird Financial Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Vishria Bird Financial Group’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 Q1	–	Sell	-24,036	Closed	-$1.21M	–	64
2021 Q4	$1.21M	Hold	24,036	–	–	0.56%	24
2021 Q3	$1.21M	Hold	24,036	–	–	0.64%	25
2021 Q2	$1.21M	Sell	24,036 -2,035	-8%	-$103K	0.6%	32
2021 Q1	$1.32M	Sell	26,071 -46,954	-64%	-$2.37M	0.73%	29
2020 Q4	$3.69M	Sell	73,025 -195,097	-73%	-$9.86M	2.1%	19
2020 Q3	$13.5M	Buy	+268,122	New	+$13.5M	8.52%	2

Other funds holding GSY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vishria Bird Financial Group's GSY Position: Q1 2022 in Review

Vishria Bird Financial Group sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2022, closing a stake of 24,036 shares — an estimated $1.21M sold.

Vishria Bird Financial Group first reported a position in GSY in Q3 2020 and held it in 6 quarters. The position peaked at $13.5M in Q3 2020. 254 funds tracked by Wall St. Rank hold GSY as of Q1 2022.

Vishria Bird Financial Group reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2022 after selling out during the quarter.
Vishria Bird Financial Group sold 24,036 Invesco Ultra Short Duration ETF shares in Q1 2022, an estimated $1.21M.
Vishria Bird Financial Group first reported a position in Invesco Ultra Short Duration ETF in Q3 2020 and held it in 6 quarters.
Vishria Bird Financial Group's Invesco Ultra Short Duration ETF position peaked at $13.5M in Q3 2020.
254 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2022.

Based on Vishria Bird Financial Group's 13F filing for Q1 2022, filed 3 May 2022.