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Capital One National Association’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Capital One National Association’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 		$3.67M Buy
+72,871
New +$3.67M 0.49% 46

Other funds holding GSY

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 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

Capital One National Association's GSY Position: Q4 2019 in Review

Capital One National Association opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q4 2019: 72,871 shares worth $3.67M. The stake represents 0.49% of the portfolio and ranks #46 among its holdings.

190 funds tracked by Wall St. Rank hold GSY as of Q4 2019.

  • Capital One National Association held 72,871 shares of Invesco Ultra Short Duration ETF worth $3.67M as of Q4 2019.
  • Invesco Ultra Short Duration ETF was a new Capital One National Association position in Q4 2019.
  • Invesco Ultra Short Duration ETF made up 0.49% of Capital One National Association's portfolio in Q4 2019, its #46 holding.
  • 190 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.