FEG
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Financial Enhancement Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Financial Enhancement 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
Q4 		– Sell
-30,000
Closed -$1.51M – 284
2021
Q3 		$1.51M Buy
30,000
+10,000
+50% +$505K 0.29% 51
2021
Q2 		$1.01M Buy
+20,000
New +$1.01M 0.21% 57

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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Financial Enhancement Group's GSY Position: Q4 2021 in Review

Financial Enhancement Group sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2021, closing a stake of 30,000 shares — an estimated $1.51M sold.

Financial Enhancement Group first reported a position in GSY in Q2 2021 and held it in 2 quarters. The position peaked at $1.51M in Q3 2021. 265 funds tracked by Wall St. Rank hold GSY as of Q4 2021.

  • Financial Enhancement Group reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2021 after selling out during the quarter.
  • Financial Enhancement Group sold 30,000 Invesco Ultra Short Duration ETF shares in Q4 2021, an estimated $1.51M.
  • Financial Enhancement Group first reported a position in Invesco Ultra Short Duration ETF in Q2 2021 and held it in 2 quarters.
  • Financial Enhancement Group's Invesco Ultra Short Duration ETF position peaked at $1.51M in Q3 2021.
  • 265 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2021.

Based on Financial Enhancement Group's 13F filing for Q4 2021, filed 28 Jan 2022.