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 $1.66T 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Johnson Bixby & Associates Vancouver, Washington $806M AUM 13.33% 1-Year Est. Return

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

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