Wealth Enhancement Advisory Services
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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 – 3041
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

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GI
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Cambridge Investment Research Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return