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

Strategic 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
2021 Q1	–	Sell	-16,388	Closed	-$829K	–	197
2020 Q4	$829K	Sell	16,388 -46,314	-74%	-$2.34M	0.24%	84
2020 Q3	$3.17M	Sell	62,702 -5,934	-9%	-$300K	1.07%	25
2020 Q2	$3.46M	Buy	68,636 +4,169	+6%	+$209K	1.31%	21
2020 Q1	$3.18M	Sell	64,467 -10,690	-14%	-$535K	1.46%	17
2019 Q4	$3.79M	Buy	75,157 +4,770	+7%	+$240K	1.56%	15
2019 Q3	$3.58M	Buy	70,387 +8,219	+13%	+$414K	1.72%	16
2019 Q2	$3.14M	Buy	62,168 +11,842	+24%	+$596K	1.72%	14
2019 Q1	$2.53M	Buy	50,326 +9,192	+22%	+$461K	1.73%	13
2018 Q4	$2.06M	Buy	+41,134	New	+$2.06M	1.85%	14

Other funds holding GSY

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $806M AUM 13.33% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return