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Mosaic Family Wealth’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Mosaic Family Wealth’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
Q2 		– Sell
-609
Closed -$31K – 348
2019
Q1 		$31K Buy
+609
New +$30.6K 0.01% 378

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mosaic Family Wealth's GSY Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2019, closing a stake of 609 shares — an estimated $31K sold.

Mosaic Family Wealth first reported a position in GSY in Q1 2019 and held it in 1 quarter. The position peaked at $31K in Q1 2019. 159 funds tracked by Wall St. Rank hold GSY as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 609 Invesco Ultra Short Duration ETF shares in Q2 2019, an estimated $31K.
  • Mosaic Family Wealth first reported a position in Invesco Ultra Short Duration ETF in Q1 2019 and held it in 1 quarter.
  • Mosaic Family Wealth's Invesco Ultra Short Duration ETF position peaked at $31K in Q1 2019.
  • 159 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.