United Capital Financial Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

United Capital Financial 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
2020 Q4	–	Sell	-4,840	Closed	-$245K	–	1209
2020 Q3	$245K	Sell	4,840 -2,239	-32%	-$113K	﹤0.01%	1019
2020 Q2	$357K	Sell	7,079 -3,247	-31%	-$163K	﹤0.01%	964
2020 Q1	$509K	Sell	10,326 -5,702	-36%	-$286K	﹤0.01%	808
2019 Q4	$807K	Sell	16,028 -1,663	-9%	-$83.8K	0.01%	848
2019 Q3	$892K	Sell	17,691 -5,888	-25%	-$297K	0.01%	782
2019 Q2	$1.19M	Buy	+23,579	New	+$1.19M	0.01%	755
2019 Q1	–	Sell	-95,571	Closed	-$4.79M	–	1370
2018 Q4	$4.79M	Buy	+95,571	New	+$4.8M	0.04%	389

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

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

LPL Financial San Diego, California $376B AUM 19.32% 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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Pacific Wealth Management San Diego, California $186M AUM 14.37% 1-Year Est. Return