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AFT Forsyth & Company’s Invesco Ultra Short Duration ETF GSY Stock Holding History

AFT Forsyth & Company’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
Q2 		– Sell
-18,800
Closed -$949K – 161
2021
Q1 		$949K Hold
18,800
– – 0.57% 60
2020
Q4 		$951K Buy
18,800
+1,000
+6% +$50.6K 0.59% 55
2020
Q3 		$899K Buy
+17,800
New +$899K 0.67% 49

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFT Forsyth & Company's GSY Position: Q2 2021 in Review

AFT Forsyth & Company sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2021, closing a stake of 18,800 shares — an estimated $949K sold.

AFT Forsyth & Company first reported a position in GSY in Q3 2020 and held it in 3 quarters. The position peaked at $951K in Q4 2020. 237 funds tracked by Wall St. Rank hold GSY as of Q2 2021.

  • AFT Forsyth & Company reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2021 after selling out during the quarter.
  • AFT Forsyth & Company sold 18,800 Invesco Ultra Short Duration ETF shares in Q2 2021, an estimated $949K.
  • AFT Forsyth & Company first reported a position in Invesco Ultra Short Duration ETF in Q3 2020 and held it in 3 quarters.
  • AFT Forsyth & Company's Invesco Ultra Short Duration ETF position peaked at $951K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2021.

Based on AFT Forsyth & Company's 13F filing for Q2 2021, filed 15 Jul 2021.