BFA
GSY icon

Beaumont Financial Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Beaumont Financial 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
2020
Q4 		– Sell
-5,004
Closed -$253K – 345
2020
Q3 		$253K Buy
+5,004
New +$253K 0.02% 278

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
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

Beaumont Financial Advisors's GSY Position: Q4 2020 in Review

Beaumont Financial Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2020, closing a stake of 5,004 shares — an estimated $253K sold.

Beaumont Financial Advisors first reported a position in GSY in Q3 2020 and held it in 1 quarter. The position peaked at $253K in Q3 2020. 230 funds tracked by Wall St. Rank hold GSY as of Q4 2020.

  • Beaumont Financial Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 5,004 Invesco Ultra Short Duration ETF shares in Q4 2020, an estimated $253K.
  • Beaumont Financial Advisors first reported a position in Invesco Ultra Short Duration ETF in Q3 2020 and held it in 1 quarter.
  • Beaumont Financial Advisors's Invesco Ultra Short Duration ETF position peaked at $253K in Q3 2020.
  • 230 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2020.

Based on Beaumont Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.