Capital Advisory Group Advisory Services’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Capital Advisory Group Advisory Services’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	-500	Closed	-$25K	–	537
2020 Q3	$25K	Hold	500	–	–	0.01%	241
2020 Q2	$25K	Sell	500 -15	-3%	-$752	0.01%	233
2020 Q1	$26K	Buy	+515	New	+$25.8K	0.03%	145
2019 Q4	–	Sell	-1,515	Closed	-$76K	–	289
2019 Q3	$76K	Buy	1,515 +500	+49%	+$25.2K	0.05%	130
2019 Q2	$51K	Hold	1,015	–	–	0.03%	151
2019 Q1	$51K	Buy	+1,015	New	+$50.9K	0.04%	143

Other funds holding GSY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $806M AUM 13.33% 1-Year Est. Return

Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Pacific Wealth Management San Diego, California $186M AUM 14.37% 1-Year Est. Return