Family Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Family Management’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 Q2	–	Sell	-12,020	Closed	-$604K	–	182
2019 Q1	$604K	Sell	12,020 -864	-7%	-$43.4K	0.26%	69
2018 Q4	$645K	Buy	+12,884	New	+$647K	0.27%	66

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

BCMO

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Family Management's GSY Position: Q2 2019 in Review

Family Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2019, closing a stake of 12,020 shares — an estimated $604K sold.

Family Management first reported a position in GSY in Q4 2018 and held it in 2 quarters. The position peaked at $645K in Q4 2018. 159 funds tracked by Wall St. Rank hold GSY as of Q2 2019.

Family Management reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2019 after selling out during the quarter.
Family Management sold 12,020 Invesco Ultra Short Duration ETF shares in Q2 2019, an estimated $604K.
Family Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2018 and held it in 2 quarters.
Family Management's Invesco Ultra Short Duration ETF position peaked at $645K in Q4 2018.
159 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2019.

Based on Family Management's 13F filing for Q2 2019, filed 14 Aug 2019.