Fortis Group Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Fortis Group Advisors’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
2020 Q3	$452K	Buy	+8,951	New	+$452K	0.09%	111

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Fortis Group Advisors's GSY Position: Q3 2020 in Review

Fortis Group Advisors opened a new position in Invesco Ultra Short Duration ETF (GSY) in Q3 2020: 8,951 shares worth $452K. The stake represents 0.09% of the portfolio and ranks #111 among its holdings.

216 funds tracked by Wall St. Rank hold GSY as of Q3 2020.

Fortis Group Advisors held 8,951 shares of Invesco Ultra Short Duration ETF worth $452K as of Q3 2020.
Invesco Ultra Short Duration ETF was a new Fortis Group Advisors position in Q3 2020.
Invesco Ultra Short Duration ETF made up 0.09% of Fortis Group Advisors's portfolio in Q3 2020, its #111 holding.
216 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2020.

Based on Fortis Group Advisors's 13F filing for Q3 2020, filed 17 Nov 2020.