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

Optimum Investment 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
-215
Closed -$11K – 902
2019
Q4 		$11K Sell
215
-2
-0.9% -$101 ﹤0.01% 761
2019
Q3 		$11K Sell
217
-213
-50% -$10.7K ﹤0.01% 779
2019
Q2 		$22K Buy
430
+2
+0.5% +$101 0.01% 657
2019
Q1 		$22K Buy
428
+1
+0.2% +$50 0.01% 664
2018
Q4 		$21K Buy
427
+1
+0.2% +$50 0.01% 644
2018
Q3 		$21K Sell
426
-784
-65% -$39.4K 0.01% 724
2018
Q2 		$61K Buy
+1,210
New +$60.8K 0.02% 497

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return