Laffer Tengler Investments’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Laffer Tengler Investments’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
2021 Q1	–	Sell	-1,421	Closed	-$71.8K	–	344
2020 Q4	$71.8K	Hold	1,421	–	–	0.03%	238
2020 Q3	$71.8K	Hold	1,421	–	–	0.04%	195
2020 Q2	$71.7K	Sell	1,421 -1,024	-42%	-$51.3K	0.04%	178
2020 Q1	$121K	Hold	2,445	–	–	0.09%	115
2019 Q4	$123K	Buy	2,445 +149	+6%	+$7.51K	0.08%	120
2019 Q3	$116K	Hold	2,296	–	–	0.1%	98
2019 Q2	$116K	Hold	2,296	–	–	0.1%	96
2019 Q1	$115K	Hold	2,296	–	–	0.03%	186
2018 Q4	$115K	Hold	2,296	–	–	0.03%	181
2018 Q3	$115K	Buy	2,296 +61	+3%	+$3.06K	0.03%	190
2018 Q2	$112K	Hold	2,235	–	–	0.03%	190
2018 Q1	$112K	Buy	+2,235	New	+$112K	0.03%	188

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

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

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

BCMO

Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Laffer Tengler Investments's GSY Position: Q1 2021 in Review

Laffer Tengler Investments sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2021, closing a stake of 1,421 shares — an estimated $71.8K sold.

Laffer Tengler Investments first reported a position in GSY in Q1 2018 and held it in 12 quarters. The position peaked at $123K in Q4 2019. 229 funds tracked by Wall St. Rank hold GSY as of Q1 2021.

Laffer Tengler Investments reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2021 after selling out during the quarter.
Laffer Tengler Investments sold 1,421 Invesco Ultra Short Duration ETF shares in Q1 2021, an estimated $71.8K.
Laffer Tengler Investments first reported a position in Invesco Ultra Short Duration ETF in Q1 2018 and held it in 12 quarters.
Laffer Tengler Investments's Invesco Ultra Short Duration ETF position peaked at $123K in Q4 2019.
229 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2021.

Based on Laffer Tengler Investments's 13F filing for Q1 2021, filed 17 May 2021.