MBM Wealth Consultants’s Invesco Ultra Short Duration ETF GSY Stock Holding History

MBM Wealth Consultants’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	-995	Closed	-$50K	–	261
2020 Q4	$50K	Sell	995 -600	-38%	-$30.3K	0.03%	131
2020 Q3	$81K	Buy	1,595 +995	+166%	+$50.3K	0.05%	109
2020 Q2	$30K	Buy	+600	New	+$30.1K	0.02%	143
2020 Q1	–	Sell	-3,970	Closed	-$200K	–	204
2019 Q4	$200K	Hold	3,970	–	–	0.15%	81
2019 Q3	$200K	Hold	3,970	–	–	0.16%	84
2019 Q2	$200K	Buy	3,970 +1,885	+90%	+$94.9K	0.17%	82
2019 Q1	$105K	Hold	2,085	–	–	0.09%	95
2018 Q4	$104K	Buy	+2,085	New	+$105K	0.1%	96

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