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

Alpha Omega Wealth Management’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
2019 Q2	–	Sell	-230	Closed	-$12K	–	627
2019 Q1	$12K	Buy	+230	New	+$11.5K	0.01%	406

Other funds holding GSY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

BCMO

Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Alpha Omega Wealth Management's GSY Position: Q2 2019 in Review

Alpha Omega Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2019, closing a stake of 230 shares — an estimated $12K sold.

Alpha Omega Wealth Management first reported a position in GSY in Q1 2019 and held it in 1 quarter. The position peaked at $12K in Q1 2019. 159 funds tracked by Wall St. Rank hold GSY as of Q2 2019.

Alpha Omega Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2019 after selling out during the quarter.
Alpha Omega Wealth Management sold 230 Invesco Ultra Short Duration ETF shares in Q2 2019, an estimated $12K.
Alpha Omega Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q1 2019 and held it in 1 quarter.
Alpha Omega Wealth Management's Invesco Ultra Short Duration ETF position peaked at $12K in Q1 2019.
159 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2019.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.