CTFG
GSY icon

Capstone Triton Financial Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Capstone Triton Financial Group’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
2021
Q1 		– Sell
-441
Closed -$22K – 195
2020
Q4 		$22K Buy
+441
New +$22.3K 0.01% 266

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capstone Triton Financial Group's GSY Position: Q1 2021 in Review

Capstone Triton Financial Group sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2021, closing a stake of 441 shares — an estimated $22K sold.

Capstone Triton Financial Group first reported a position in GSY in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 229 funds tracked by Wall St. Rank hold GSY as of Q1 2021.

  • Capstone Triton Financial Group reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2021 after selling out during the quarter.
  • Capstone Triton Financial Group sold 441 Invesco Ultra Short Duration ETF shares in Q1 2021, an estimated $22K.
  • Capstone Triton Financial Group first reported a position in Invesco Ultra Short Duration ETF in Q4 2020 and held it in 1 quarter.
  • Capstone Triton Financial Group's Invesco Ultra Short Duration ETF position peaked at $22K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2021.

Based on Capstone Triton Financial Group's 13F filing for Q1 2021, filed 17 May 2021.