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Sage Financial Management Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Sage Financial Management 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
Q2 		– Sell
-1,831
Closed -$92K – 59
2021
Q1 		$92K Buy
+1,831
New +$92.5K 0.07% 44

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
CF
Clarity Financial Houston, Texas $1.18B AUM 16.13% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sage Financial Management Group's GSY Position: Q2 2021 in Review

Sage Financial Management Group sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2021, closing a stake of 1,831 shares — an estimated $92K sold.

Sage Financial Management Group first reported a position in GSY in Q1 2021 and held it in 1 quarter. The position peaked at $92K in Q1 2021. 237 funds tracked by Wall St. Rank hold GSY as of Q2 2021.

  • Sage Financial Management Group reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2021 after selling out during the quarter.
  • Sage Financial Management Group sold 1,831 Invesco Ultra Short Duration ETF shares in Q2 2021, an estimated $92K.
  • Sage Financial Management Group first reported a position in Invesco Ultra Short Duration ETF in Q1 2021 and held it in 1 quarter.
  • Sage Financial Management Group's Invesco Ultra Short Duration ETF position peaked at $92K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2021.

Based on Sage Financial Management Group's 13F filing for Q2 2021, filed 3 Aug 2021.