MONECO Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

MONECO Advisors’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
2020 Q1	–	Sell	-18,794	Closed	-$948K	–	131
2019 Q4	$948K	Sell	18,794 -3,962	-17%	-$200K	0.67%	37
2019 Q3	$1.15M	Buy	22,756 +18	+0.1%	+$907	0.89%	29
2019 Q2	$1.15M	Sell	22,738 -1,048	-4%	-$52.7K	0.92%	27
2019 Q1	$1.2M	Buy	+23,786	New	+$1.19M	0.97%	26

Other funds holding GSY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BCMO

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

MONECO Advisors's GSY Position: Q1 2020 in Review

MONECO Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2020, closing a stake of 18,794 shares — an estimated $948K sold.

MONECO Advisors first reported a position in GSY in Q1 2019 and held it in 4 quarters. The position peaked at $1.2M in Q1 2019. 192 funds tracked by Wall St. Rank hold GSY as of Q1 2020.

MONECO Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2020 after selling out during the quarter.
MONECO Advisors sold 18,794 Invesco Ultra Short Duration ETF shares in Q1 2020, an estimated $948K.
MONECO Advisors first reported a position in Invesco Ultra Short Duration ETF in Q1 2019 and held it in 4 quarters.
MONECO Advisors's Invesco Ultra Short Duration ETF position peaked at $1.2M in Q1 2019.
192 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2020.

Based on MONECO Advisors's 13F filing for Q1 2020, filed 11 May 2020.