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	–	899
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Optimum Investment Advisors's GSY Position: Q1 2020 in Review

Optimum Investment Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2020, closing a stake of 215 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in GSY in Q2 2018 and held it in 7 quarters. The position peaked at $61K in Q2 2018. 192 funds tracked by Wall St. Rank hold GSY as of Q1 2020.

Optimum Investment Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2020 after selling out during the quarter.
Optimum Investment Advisors sold 215 Invesco Ultra Short Duration ETF shares in Q1 2020, an estimated $11K.
Optimum Investment Advisors first reported a position in Invesco Ultra Short Duration ETF in Q2 2018 and held it in 7 quarters.
Optimum Investment Advisors's Invesco Ultra Short Duration ETF position peaked at $61K in Q2 2018.
192 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.