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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
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