TFO
GSY icon

Tarbox Family Office’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Tarbox Family Office’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
2022
Q2 		– Sell
-149
Closed -$7K – 483
2022
Q1 		$7K Hold
149
– – ﹤0.01% 439
2021
Q4 		$7K Hold
149
– – ﹤0.01% 515
2021
Q3 		$8K Hold
149
– – ﹤0.01% 527
2021
Q2 		$8K Hold
149
– – ﹤0.01% 526
2021
Q1 		$8K Hold
149
– – ﹤0.01% 452
2020
Q4 		$8K Hold
149
– – ﹤0.01% 436
2020
Q3 		$8K Hold
149
– – ﹤0.01% 417
2020
Q2 		$8K Buy
+149
New +$7.47K ﹤0.01% 406

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
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $806M AUM 13.33% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return