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Safeguard Investment Advisory Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-181
Closed -$9K – 333
2020
Q4 		$9K Buy
+181
New +$9.15K 0.01% 431

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Safeguard Investment Advisory Group's GSY Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2021, closing a stake of 181 shares — an estimated $9K sold.

Safeguard Investment Advisory Group first reported a position in GSY in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 229 funds tracked by Wall St. Rank hold GSY as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 181 Invesco Ultra Short Duration ETF shares in Q1 2021, an estimated $9K.
  • Safeguard Investment Advisory Group first reported a position in Invesco Ultra Short Duration ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Invesco Ultra Short Duration ETF position peaked at $9K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.