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CIBC Bank USA’s Invesco Ultra Short Duration ETF GSY Stock Holding History

CIBC Bank USA’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 		$433K Hold
8,600
– – 0.06% 191
2019
Q3 		$434K Hold
8,600
– – 0.06% 180
2019
Q2 		$433K Buy
8,600
+1,800
+26% +$90.6K 0.06% 173
2019
Q1 		$342K Buy
6,800
+1,800
+36% +$90.3K 0.05% 189
2018
Q4 		$250K Hold
5,000
– – 0.04% 208
2018
Q3 		$251K Buy
+5,000
New +$251K 0.03% 220

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
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 $445B AUM 25.58% 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

CIBC Bank USA's GSY Position: Q4 2019 in Review

CIBC Bank USA held its Invesco Ultra Short Duration ETF (GSY) position steady in Q4 2019 at 8,600 shares worth $433K. The position accounts for 0.06% of the portfolio, ranked #191.

CIBC Bank USA first reported a position in GSY in Q3 2018 and has held it in 6 quarters since. The position peaked at $434K in Q3 2019. 190 funds tracked by Wall St. Rank hold GSY as of Q4 2019.

  • CIBC Bank USA held 8,600 shares of Invesco Ultra Short Duration ETF worth $433K as of Q4 2019.
  • CIBC Bank USA left its Invesco Ultra Short Duration ETF share count unchanged in Q4 2019.
  • Invesco Ultra Short Duration ETF made up 0.06% of CIBC Bank USA's portfolio in Q4 2019, its #191 holding.
  • CIBC Bank USA first reported a position in Invesco Ultra Short Duration ETF in Q3 2018 and has held it in 6 quarters since.
  • CIBC Bank USA's Invesco Ultra Short Duration ETF position peaked at $434K in Q3 2019.
  • 190 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.