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Shine Investment Advisory Services’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Shine Investment Advisory Services’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
Q2 		– Sell
-1,742
Closed -$86K – 745
2020
Q1 		$86K Buy
+1,742
New +$87.3K 0.04% 199

Other funds holding GSY

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Shine Investment Advisory Services's GSY Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2020, closing a stake of 1,742 shares — an estimated $86K sold.

Shine Investment Advisory Services first reported a position in GSY in Q1 2020 and held it in 1 quarter. The position peaked at $86K in Q1 2020. 190 funds tracked by Wall St. Rank hold GSY as of Q2 2020.

  • Shine Investment Advisory Services reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 1,742 Invesco Ultra Short Duration ETF shares in Q2 2020, an estimated $86K.
  • Shine Investment Advisory Services first reported a position in Invesco Ultra Short Duration ETF in Q1 2020 and held it in 1 quarter.
  • Shine Investment Advisory Services's Invesco Ultra Short Duration ETF position peaked at $86K in Q1 2020.
  • 190 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.