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BDO Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

BDO Wealth Advisors’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
Q4 		– Sell
-1,130
Closed -$57K – 604
2019
Q3 		$57K Sell
1,130
-1,310
-54% -$66K 0.01% 296
2019
Q2 		$123K Sell
2,440
-4,040
-62% -$203K 0.03% 233
2019
Q1 		$326K Buy
+6,480
New +$325K 0.09% 132

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

BDO Wealth Advisors's GSY Position: Q4 2019 in Review

BDO Wealth Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2019, closing a stake of 1,130 shares — an estimated $57K sold.

BDO Wealth Advisors first reported a position in GSY in Q1 2019 and held it in 3 quarters. The position peaked at $326K in Q1 2019. 190 funds tracked by Wall St. Rank hold GSY as of Q4 2019.

  • BDO Wealth Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2019 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,130 Invesco Ultra Short Duration ETF shares in Q4 2019, an estimated $57K.
  • BDO Wealth Advisors first reported a position in Invesco Ultra Short Duration ETF in Q1 2019 and held it in 3 quarters.
  • BDO Wealth Advisors's Invesco Ultra Short Duration ETF position peaked at $326K in Q1 2019.
  • 190 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2019.

Based on BDO Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.