Wealth Enhancement Advisory Services’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Wealth Enhancement Advisory Services’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
2025 Q1	–	Sell	-4,587	Closed	-$230K	–	3040
2024 Q4	$230K	Buy	4,587 +357	+8%	+$17.9K	﹤0.01%	2590
2024 Q3	$212K	Sell	4,230 -73	-2%	-$3.66K	﹤0.01%	2416
2024 Q2	$215K	Buy	4,303 +260	+6%	+$13K	﹤0.01%	2244
2024 Q1	$202K	Sell	4,043 -82	-2%	-$4.09K	﹤0.01%	2193
2023 Q4	$206K	Buy	+4,125	New	+$205K	﹤0.01%	2078
2023 Q3	–	Sell	-24,361	Closed	-$1.21M	–	2257
2023 Q2	$1.21M	Sell	24,361 -22,247	-48%	-$1.11M	0.01%	247
2023 Q1	$2.31M	Buy	46,608 +2,388	+5%	+$119K	0.03%	198
2022 Q4	$2.2M	Sell	44,220 -1,935	-4%	-$95.5K	0.03%	167
2022 Q3	$2.28M	Buy	46,155 +9,415	+26%	+$467K	0.03%	164
2022 Q2	$1.82M	Buy	+36,740	New	+$1.83M	0.03%	208

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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

AWS

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's GSY Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2025, closing a stake of 4,587 shares — an estimated $230K sold.

Wealth Enhancement Advisory Services first reported a position in GSY in Q2 2022 and held it in 10 quarters. The position peaked at $2.31M in Q1 2023. 261 funds tracked by Wall St. Rank hold GSY as of Q1 2025.

Wealth Enhancement Advisory Services reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 4,587 Invesco Ultra Short Duration ETF shares in Q1 2025, an estimated $230K.
Wealth Enhancement Advisory Services first reported a position in Invesco Ultra Short Duration ETF in Q2 2022 and held it in 10 quarters.
Wealth Enhancement Advisory Services's Invesco Ultra Short Duration ETF position peaked at $2.31M in Q1 2023.
261 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.