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Joel Isaacson & Co’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Joel Isaacson & Co’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
2019
Q3 		– Sell
-3,977
Closed -$200K – 208
2019
Q2 		$200K Buy
+3,977
New +$200K 0.03% 198

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $38.1B AUM 19.66% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Joel Isaacson & Co's GSY Position: Q3 2019 in Review

Joel Isaacson & Co sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2019, closing a stake of 3,977 shares — an estimated $200K sold.

Joel Isaacson & Co first reported a position in GSY in Q2 2019 and held it in 1 quarter. The position peaked at $200K in Q2 2019. 166 funds tracked by Wall St. Rank hold GSY as of Q3 2019.

  • Joel Isaacson & Co reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2019 after selling out during the quarter.
  • Joel Isaacson & Co sold 3,977 Invesco Ultra Short Duration ETF shares in Q3 2019, an estimated $200K.
  • Joel Isaacson & Co first reported a position in Invesco Ultra Short Duration ETF in Q2 2019 and held it in 1 quarter.
  • Joel Isaacson & Co's Invesco Ultra Short Duration ETF position peaked at $200K in Q2 2019.
  • 166 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2019.

Based on Joel Isaacson & Co's 13F filing for Q3 2019, filed 15 Oct 2019.