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Redhawk Wealth Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Redhawk Wealth 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
2021
Q4 		– Sell
-269,350
Closed -$13.6M – 235
2021
Q3 		$13.6M Buy
+269,350
New +$13.6M 3.76% 4
2020
Q4 		– Sell
-99,554
Closed -$5.03M – 236
2020
Q3 		$5.03M Buy
+99,554
New +$5.03M 1.45% 21
2019
Q4 		– Sell
-103,130
Closed -$5.2M – 177
2019
Q3 		$5.2M Buy
103,130
+9,982
+11% +$503K 2.23% 20
2019
Q2 		$4.69M Buy
93,148
+6,680
+8% +$336K 1.86% 17
2019
Q1 		$4.35M Sell
86,468
-119
-0.1% -$5.97K 2.29% 10
2018
Q4 		$4.35M Buy
86,587
+5,886
+7% +$295K 2.61% 10
2018
Q3 		$4.05M Buy
+80,701
New +$4.06M 2.22% 10

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $806M AUM 13.33% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return