SIA
GSY icon

SeaBridge Investment Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

SeaBridge Investment 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
2020
Q4 		– Sell
-3,435
Closed -$174K – 185
2020
Q3 		$174K Buy
3,435
+530
+18% +$26.8K 0.06% 127
2020
Q2 		$147K Hold
2,905
– – 0.06% 137
2020
Q1 		$143K Hold
2,905
– – 0.07% 136
2019
Q4 		$146K Hold
2,905
– – 0.05% 137
2019
Q3 		$146K Sell
2,905
-400
-12% -$20.2K 0.05% 138
2019
Q2 		$166K Buy
3,305
+255
+8% +$12.8K 0.06% 145
2019
Q1 		$153K Hold
3,050
– – 0.05% 146
2018
Q4 		$153K Hold
3,050
– – 0.06% 143
2018
Q3 		$153K Hold
3,050
– – 0.04% 147
2018
Q2 		$153K Buy
+3,050
New +$153K 0.04% 150

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
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $806M AUM 13.33% 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 $38B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $186M AUM 14.37% 1-Year Est. Return