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

Wealth Alliance’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
-4,156
Closed -$209K – 458
2021
Q4 		$209K Sell
4,156
-102
-2% -$5.14K 0.04% 421
2021
Q3 		$215K Sell
4,258
-127
-3% -$6.41K 0.05% 392
2021
Q2 		$221K Sell
4,385
-2,316
-35% -$117K 0.05% 390
2021
Q1 		$338K Sell
6,701
-242
-3% -$12.2K 0.09% 261
2020
Q4 		$351K Hold
6,943
– – 0.1% 246
2020
Q3 		$351K Hold
6,943
– – 0.13% 198
2020
Q2 		$350K Hold
6,943
– – 0.14% 190
2020
Q1 		$342K Buy
+6,943
New +$348K 0.18% 141

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
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
GC
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealth Alliance's GSY Position: Q1 2022 in Review

Wealth Alliance sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2022, closing a stake of 4,156 shares — an estimated $209K sold.

Wealth Alliance first reported a position in GSY in Q1 2020 and held it in 8 quarters. The position peaked at $351K in Q4 2020. 253 funds tracked by Wall St. Rank hold GSY as of Q1 2022.

  • Wealth Alliance reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2022 after selling out during the quarter.
  • Wealth Alliance sold 4,156 Invesco Ultra Short Duration ETF shares in Q1 2022, an estimated $209K.
  • Wealth Alliance first reported a position in Invesco Ultra Short Duration ETF in Q1 2020 and held it in 8 quarters.
  • Wealth Alliance's Invesco Ultra Short Duration ETF position peaked at $351K in Q4 2020.
  • 253 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2022.

Based on Wealth Alliance's 13F filing for Q1 2022, filed 10 May 2022.