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Avantax Planning Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Avantax Planning Partners’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
-4,345
Closed -$218K – 302
2019
Q1 		$218K Buy
+4,345
New +$218K 0.02% 269
2018
Q4 		– Sell
-1,001
Closed -$50K – 649
2018
Q3 		$50K Buy
+1,001
New +$50.3K ﹤0.01% 488

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Avantax Planning Partners's GSY Position: Q2 2019 in Review

Avantax Planning Partners sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2019, closing a stake of 4,345 shares — an estimated $218K sold.

Avantax Planning Partners first reported a position in GSY in Q3 2018 and held it in 2 quarters. The position peaked at $218K in Q1 2019. 159 funds tracked by Wall St. Rank hold GSY as of Q2 2019.

  • Avantax Planning Partners reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2019 after selling out during the quarter.
  • Avantax Planning Partners sold 4,345 Invesco Ultra Short Duration ETF shares in Q2 2019, an estimated $218K.
  • Avantax Planning Partners first reported a position in Invesco Ultra Short Duration ETF in Q3 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Invesco Ultra Short Duration ETF position peaked at $218K in Q1 2019.
  • 159 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2019.

Based on Avantax Planning Partners's 13F filing for Q2 2019, filed 7 Aug 2019.