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Hobart Private Capital’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Hobart Private Capital’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 		– Sell
-8,283
Closed -$418K – 143
2020
Q2 		$418K Sell
8,283
-792
-9% -$39.7K 0.23% 109
2020
Q1 		$447K Sell
9,075
-2,515
-22% -$126K 0.31% 81
2019
Q4 		$584K Buy
11,590
+4,203
+57% +$212K 0.36% 67
2019
Q3 		$372K Buy
7,387
+114
+2% +$5.75K 0.25% 100
2019
Q2 		$366K Buy
7,273
+290
+4% +$14.6K 0.26% 89
2019
Q1 		$351K Sell
6,983
-184
-3% -$9.23K 0.27% 99
2018
Q4 		$359K Sell
7,167
-890
-11% -$44.7K 0.31% 78
2018
Q3 		$405K Buy
8,057
+984
+14% +$49.4K 0.31% 85
2018
Q2 		$355K Buy
+7,073
New +$355K 0.29% 89

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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return