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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$826K Buy
16,465
+705
+4% +$35.3K 0.24% 72
2025
Q1
$790K Buy
15,760
+2,325
+17% +$117K 0.26% 66
2024
Q4
$673K Sell
13,435
-717
-5% -$35.9K 0.21% 78
2024
Q3
$711K Sell
14,152
-21,038
-60% -$1.06M 0.23% 75
2024
Q2
$1.76M Sell
35,190
-7,379
-17% -$368K 0.6% 54
2024
Q1
$2.12M Sell
42,569
-1,903
-4% -$94.9K 0.76% 46
2023
Q4
$2.22M Buy
44,472
+2,204
+5% +$110K 0.88% 36
2023
Q3
$2.1M Buy
+42,268
New +$2.1M 0.9% 28