ACI
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Alpha Cubed Investments’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Alpha Cubed Investments’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
-4,407
Closed -$222K – 276
2021
Q2 		$222K Sell
4,407
-458
-9% -$23.1K 0.02% 241
2021
Q1 		$246K Sell
4,865
-1,712
-26% -$86.5K 0.02% 224
2020
Q4 		$333K Sell
6,577
-1,274
-16% -$64.4K 0.03% 190
2020
Q3 		$397K Buy
7,851
+1
+0% +$51 0.04% 156
2020
Q2 		$396K Buy
7,850
+877
+13% +$44K 0.04% 143
2020
Q1 		$344K Buy
6,973
+978
+16% +$49K 0.04% 152
2019
Q4 		$302K Buy
5,995
+802
+15% +$40.4K 0.03% 193
2019
Q3 		$262K Sell
5,193
-3,915
-43% -$197K 0.03% 203
2019
Q2 		$459K Buy
9,108
+4,254
+88% +$214K 0.05% 142
2019
Q1 		$244K Buy
+4,854
New +$244K 0.03% 197

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $806M AUM 13.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return