WG
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Welch Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Welch 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
2021
Q3 		– Sell
-5,600
Closed -$283K – 191
2021
Q2 		$283K Sell
5,600
-300
-5% -$15.1K 0.02% 145
2021
Q1 		$298K Buy
+5,900
New +$298K 0.02% 144

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Welch Group's GSY Position: Q3 2021 in Review

Welch Group sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2021, closing a stake of 5,600 shares — an estimated $283K sold.

Welch Group first reported a position in GSY in Q1 2021 and held it in 2 quarters. The position peaked at $298K in Q1 2021. 236 funds tracked by Wall St. Rank hold GSY as of Q3 2021.

  • Welch Group reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2021 after selling out during the quarter.
  • Welch Group sold 5,600 Invesco Ultra Short Duration ETF shares in Q3 2021, an estimated $283K.
  • Welch Group first reported a position in Invesco Ultra Short Duration ETF in Q1 2021 and held it in 2 quarters.
  • Welch Group's Invesco Ultra Short Duration ETF position peaked at $298K in Q1 2021.
  • 236 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2021.

Based on Welch Group's 13F filing for Q3 2021, filed 5 Nov 2021.