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Fort Point Capital Partners’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Fort Point Capital Partners’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
Q2 		– Sell
-9,900
Closed -$500K – 165
2021
Q1 		$500K Hold
9,900
– – 0.11% 89
2020
Q4 		$501K Buy
+9,900
New +$500K 0.11% 84

Other funds holding GSY

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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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fort Point Capital Partners's GSY Position: Q2 2021 in Review

Fort Point Capital Partners sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2021, closing a stake of 9,900 shares — an estimated $500K sold.

Fort Point Capital Partners first reported a position in GSY in Q4 2020 and held it in 2 quarters. The position peaked at $501K in Q4 2020. 237 funds tracked by Wall St. Rank hold GSY as of Q2 2021.

  • Fort Point Capital Partners reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2021 after selling out during the quarter.
  • Fort Point Capital Partners sold 9,900 Invesco Ultra Short Duration ETF shares in Q2 2021, an estimated $500K.
  • Fort Point Capital Partners first reported a position in Invesco Ultra Short Duration ETF in Q4 2020 and held it in 2 quarters.
  • Fort Point Capital Partners's Invesco Ultra Short Duration ETF position peaked at $501K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2021.

Based on Fort Point Capital Partners's 13F filing for Q2 2021, filed 30 Jul 2021.