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

TCG 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
2019
Q3 		– Sell
-346
Closed -$17K – 237
2019
Q2 		$17K Buy
346
+3
+0.9% +$151 0.02% 223
2019
Q1 		$17K Buy
+343
New +$17.2K 0.02% 232

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TCG Advisors's GSY Position: Q3 2019 in Review

TCG Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2019, closing a stake of 346 shares — an estimated $17K sold.

TCG Advisors first reported a position in GSY in Q1 2019 and held it in 2 quarters. The position peaked at $17K in Q2 2019. 166 funds tracked by Wall St. Rank hold GSY as of Q3 2019.

  • TCG Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 346 Invesco Ultra Short Duration ETF shares in Q3 2019, an estimated $17K.
  • TCG Advisors first reported a position in Invesco Ultra Short Duration ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's Invesco Ultra Short Duration ETF position peaked at $17K in Q2 2019.
  • 166 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.