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

BerganKDV 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
2018
Q3 		– Sell
-870
Closed -$44K – 629
2018
Q2 		$44K Buy
+870
New +$43.7K 0.01% 333

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
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BerganKDV Wealth Management's GSY Position: Q3 2018 in Review

BerganKDV Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2018, closing a stake of 870 shares — an estimated $44K sold.

BerganKDV Wealth Management first reported a position in GSY in Q2 2018 and held it in 1 quarter. The position peaked at $44K in Q2 2018. 118 funds tracked by Wall St. Rank hold GSY as of Q3 2018.

  • BerganKDV Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 870 Invesco Ultra Short Duration ETF shares in Q3 2018, an estimated $44K.
  • BerganKDV Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q2 2018 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco Ultra Short Duration ETF position peaked at $44K in Q2 2018.
  • 118 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2018.

Based on BerganKDV Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.