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Transform Wealth’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Transform Wealth’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
-16,177
Closed -$817K – 228
2021
Q2 		$817K Sell
16,177
-1,296
-7% -$65.4K 0.1% 133
2021
Q1 		$882K Sell
17,473
-6,648
-28% -$336K 0.18% 105
2020
Q4 		$1.22M Sell
24,121
-4,141
-15% -$209K 0.26% 90
2020
Q3 		$1.43M Sell
28,262
-2,252
-7% -$114K 0.23% 88
2020
Q2 		$1.54M Sell
30,514
-1,193
-4% -$59.8K 0.26% 83
2020
Q1 		$1.56M Sell
31,707
-11,335
-26% -$568K 0.33% 90
2019
Q4 		$2.17M Sell
43,042
-6,550
-13% -$330K 0.34% 89
2019
Q3 		$2.5M Sell
49,592
-48,922
-50% -$2.47M 0.44% 76
2019
Q2 		$4.96M Buy
+98,514
New +$4.96M 0.73% 48

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $806M AUM 13.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.48B AUM 32.89% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return