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Stonebridge Financial Planning Group’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Stonebridge Financial Planning 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
Q3 		– Sell
-2,530
Closed -$128K – 416
2021
Q2 		$128K Hold
2,530
– – 0.07% 141
2021
Q1 		$128K Sell
2,530
-2,820
-53% -$143K 0.07% 138
2020
Q4 		$271K Buy
5,350
+4,350
+435% +$220K 0.17% 86
2020
Q3 		$51K Buy
+1,000
New +$50.5K 0.04% 184

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
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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stonebridge Financial Planning Group's GSY Position: Q3 2021 in Review

Stonebridge Financial Planning Group sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2021, closing a stake of 2,530 shares — an estimated $128K sold.

Stonebridge Financial Planning Group first reported a position in GSY in Q3 2020 and held it in 4 quarters. The position peaked at $271K in Q4 2020. 236 funds tracked by Wall St. Rank hold GSY as of Q3 2021.

  • Stonebridge Financial Planning Group reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 2,530 Invesco Ultra Short Duration ETF shares in Q3 2021, an estimated $128K.
  • Stonebridge Financial Planning Group first reported a position in Invesco Ultra Short Duration ETF in Q3 2020 and held it in 4 quarters.
  • Stonebridge Financial Planning Group's Invesco Ultra Short Duration ETF position peaked at $271K in Q4 2020.
  • 236 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2021, filed 8 Nov 2021.