Berman Capital Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Berman Capital 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	-3,500	Closed	-$176K	–	1736
2020 Q3	$176K	Buy	+3,500	New	+$177K	0.05%	159

Other funds holding GSY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $226M AUM 34.68% 1-Year Est. Return

Berman Capital Advisors's GSY Position: Q4 2020 in Review

Berman Capital Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2020, closing a stake of 3,500 shares — an estimated $176K sold.

Berman Capital Advisors first reported a position in GSY in Q3 2020 and held it in 1 quarter. The position peaked at $176K in Q3 2020. 230 funds tracked by Wall St. Rank hold GSY as of Q4 2020.

Berman Capital Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2020 after selling out during the quarter.
Berman Capital Advisors sold 3,500 Invesco Ultra Short Duration ETF shares in Q4 2020, an estimated $176K.
Berman Capital Advisors first reported a position in Invesco Ultra Short Duration ETF in Q3 2020 and held it in 1 quarter.
Berman Capital Advisors's Invesco Ultra Short Duration ETF position peaked at $176K in Q3 2020.
230 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.