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Global Trust Asset Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Global Trust Asset 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
2020
Q2 		– Sell
-10,480
Closed -$516K – 361
2020
Q1 		$516K Sell
10,480
-9,000
-46% -$451K 0.4% 72
2019
Q4 		$981K Buy
19,480
+195
+1% +$9.83K 0.59% 44
2019
Q3 		$972K Buy
19,285
+295
+2% +$14.9K 0.64% 45
2019
Q2 		$956K Buy
18,990
+245
+1% +$12.3K 0.64% 42
2019
Q1 		$942K Buy
18,745
+12,645
+207% +$635K 0.7% 38
2018
Q4 		$305K Buy
6,100
+4,455
+271% +$224K 0.27% 96
2018
Q3 		$83K Hold
1,645
– – 0.06% 188
2018
Q2 		$83K Sell
1,645
-15,937
-91% -$800K 0.06% 180
2018
Q1 		$883K Buy
+17,582
New +$883K 0.7% 38

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return