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Secrest Blakey & Associates’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Secrest Blakey & Associates’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
2019
Q4 		– Sell
-43,287
Closed -$2.18M – 80
2019
Q3 		$2.18M Buy
43,287
+1,739
+4% +$87.7K 1.85% 16
2019
Q2 		$2.09M Buy
41,548
+2,123
+5% +$107K 1.84% 14
2019
Q1 		$1.98M Buy
39,425
+473
+1% +$23.7K 1.93% 13
2018
Q4 		$1.95M Buy
38,952
+16,079
+70% +$807K 1.64% 14
2018
Q3 		$1.15M Buy
22,873
+3,719
+19% +$187K 0.9% 31
2018
Q2 		$963K Buy
+19,154
New +$962K 0.79% 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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return