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Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income

Tip: Access up to 7 years of quarterly data

All positions including Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.1M 161k 50.18
2024-06-30 $2.5M 51k 49.90
2024-03-31 $2.2M 44k 49.89
2023-12-31 $1.4M 29k 49.88

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Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Cambridge Investment Research Advisors
Gradient Investments
Jpmorgan Chase & Co
Renaissance Technologies
Cetera Investment Advisers
Axxcess Wealth Management
Capital Asset Advisory Services
Advisor Group Holdings
Raymond James & Associates
Gladstone Institutional Advisory
Greenleaf Trust

View all funds holding Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income