SFS
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Summit Financial Strategies’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Summit Financial Strategies’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
Q1 		– Sell
-13,800
Closed -$691K – 61
2018
Q4 		$691K Hold
13,800
– – 0.39% 21
2018
Q3 		$693K Buy
+13,800
New +$693K 0.32% 21

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Summit Financial Strategies's GSY Position: Q1 2019 in Review

Summit Financial Strategies sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2019, closing a stake of 13,800 shares — an estimated $691K sold.

Summit Financial Strategies first reported a position in GSY in Q3 2018 and held it in 2 quarters. The position peaked at $693K in Q3 2018. 170 funds tracked by Wall St. Rank hold GSY as of Q1 2019.

  • Summit Financial Strategies reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2019 after selling out during the quarter.
  • Summit Financial Strategies sold 13,800 Invesco Ultra Short Duration ETF shares in Q1 2019, an estimated $691K.
  • Summit Financial Strategies first reported a position in Invesco Ultra Short Duration ETF in Q3 2018 and held it in 2 quarters.
  • Summit Financial Strategies's Invesco Ultra Short Duration ETF position peaked at $693K in Q3 2018.
  • 170 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2019.

Based on Summit Financial Strategies's 13F filing for Q1 2019, filed 14 May 2019.