FAG
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Fortitude Advisory Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-300
Closed -$15K – 629
2022
Q1 		$15K Hold
300
– – 0.01% 922
2021
Q4 		$15K Buy
+300
New +$15.1K 0.01% 918

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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Fortitude Advisory Group's GSY Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2022, closing a stake of 300 shares — an estimated $15K sold.

Fortitude Advisory Group first reported a position in GSY in Q4 2021 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 248 funds tracked by Wall St. Rank hold GSY as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 300 Invesco Ultra Short Duration ETF shares in Q2 2022, an estimated $15K.
  • Fortitude Advisory Group first reported a position in Invesco Ultra Short Duration ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Invesco Ultra Short Duration ETF position peaked at $15K in Q1 2022.
  • 248 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.