WWP
GSY icon

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

WR Wealth Planners’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
-10,106
Closed -$499K – 519
2022
Q3 		$499K Sell
10,106
-256
-2% -$12.7K 0.35% 46
2022
Q2 		$513K Buy
+10,362
New +$515K 0.34% 51

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 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 $85.7B AUM 24.21% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WR Wealth Planners's GSY Position: Q4 2022 in Review

WR Wealth Planners sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2022, closing a stake of 10,106 shares — an estimated $499K sold.

WR Wealth Planners first reported a position in GSY in Q2 2022 and held it in 2 quarters. The position peaked at $513K in Q2 2022. 220 funds tracked by Wall St. Rank hold GSY as of Q4 2022.

  • WR Wealth Planners reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2022 after selling out during the quarter.
  • WR Wealth Planners sold 10,106 Invesco Ultra Short Duration ETF shares in Q4 2022, an estimated $499K.
  • WR Wealth Planners first reported a position in Invesco Ultra Short Duration ETF in Q2 2022 and held it in 2 quarters.
  • WR Wealth Planners's Invesco Ultra Short Duration ETF position peaked at $513K in Q2 2022.
  • 220 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.