LPWM
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Lake Point Wealth Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Lake Point Wealth 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
2019
Q1 		– Sell
-96
Closed -$5K – 748
2018
Q4 		$5K Buy
+96
New +$4.82K ﹤0.01% 553

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lake Point Wealth Management's GSY Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2019, closing a stake of 96 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in GSY in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 170 funds tracked by Wall St. Rank hold GSY as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 96 Invesco Ultra Short Duration ETF shares in Q1 2019, an estimated $5K.
  • Lake Point Wealth Management first reported a position in Invesco Ultra Short Duration ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Invesco Ultra Short Duration ETF position peaked at $5K in Q4 2018.
  • 170 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.