Peak Asset Management’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Peak Asset Management’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	-27,714	Closed	-$1.4M	–	123
2019 Q4	$1.4M	Sell	27,714 -410	-1%	-$20.7K	0.42%	46
2019 Q3	$1.42M	Sell	28,124 -3,345	-11%	-$169K	0.46%	42
2019 Q2	$1.58M	Sell	31,469 -710	-2%	-$35.7K	0.52%	41
2019 Q1	$1.62M	Buy	32,179 +419	+1%	+$21K	0.55%	40
2018 Q4	$1.59M	Sell	31,760 -595	-2%	-$29.9K	0.6%	38
2018 Q3	$1.63M	Sell	32,355 -1,929	-6%	-$96.9K	0.55%	40
2018 Q2	$1.72M	Buy	+34,284	New	+$1.72M	0.63%	35

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

Peak Asset Management's GSY Position: Q1 2020 in Review

Peak Asset Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2020, closing a stake of 27,714 shares — an estimated $1.4M sold.

Peak Asset Management first reported a position in GSY in Q2 2018 and held it in 7 quarters. The position peaked at $1.72M in Q2 2018. 192 funds tracked by Wall St. Rank hold GSY as of Q1 2020.

Peak Asset Management reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2020 after selling out during the quarter.
Peak Asset Management sold 27,714 Invesco Ultra Short Duration ETF shares in Q1 2020, an estimated $1.4M.
Peak Asset Management first reported a position in Invesco Ultra Short Duration ETF in Q2 2018 and held it in 7 quarters.
Peak Asset Management's Invesco Ultra Short Duration ETF position peaked at $1.72M in Q2 2018.
192 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2020.

Based on Peak Asset Management's 13F filing for Q1 2020, filed 13 May 2020.