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Walkner Condon Financial Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Walkner Condon Financial 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
2022
Q4 		– Sell
-26,229
Closed -$1.29M – 231
2022
Q3 		$1.29M Hold
26,229
– – 0.42% 56
2022
Q2 		$1.3M Hold
26,229
– – 0.41% 63
2022
Q1 		$1.31M Buy
+26,229
New +$1.31M 0.37% 63

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

Walkner Condon Financial Advisors's GSY Position: Q4 2022 in Review

Walkner Condon Financial Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2022, closing a stake of 26,229 shares — an estimated $1.29M sold.

Walkner Condon Financial Advisors first reported a position in GSY in Q1 2022 and held it in 3 quarters. The position peaked at $1.31M in Q1 2022. 219 funds tracked by Wall St. Rank hold GSY as of Q4 2022.

  • Walkner Condon Financial Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2022 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 26,229 Invesco Ultra Short Duration ETF shares in Q4 2022, an estimated $1.29M.
  • Walkner Condon Financial Advisors first reported a position in Invesco Ultra Short Duration ETF in Q1 2022 and held it in 3 quarters.
  • Walkner Condon Financial Advisors's Invesco Ultra Short Duration ETF position peaked at $1.31M in Q1 2022.
  • 219 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2022.

Based on Walkner Condon Financial Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.