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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SBSB

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

BCMO

Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PWM

Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

United Capital Financial Advisors's GSY Position: Q4 2020 in Review

United Capital Financial Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2020, closing a stake of 4,840 shares — an estimated $245K sold.

United Capital Financial Advisors first reported a position in GSY in Q4 2018 and held it in 7 quarters. The position peaked at $4.79M in Q4 2018. 230 funds tracked by Wall St. Rank hold GSY as of Q4 2020.

United Capital Financial Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2020 after selling out during the quarter.
United Capital Financial Advisors sold 4,840 Invesco Ultra Short Duration ETF shares in Q4 2020, an estimated $245K.
United Capital Financial Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2018 and held it in 7 quarters.
United Capital Financial Advisors's Invesco Ultra Short Duration ETF position peaked at $4.79M in Q4 2018.
230 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2020.

Based on United Capital Financial Advisors's 13F filing for Q4 2020, filed 17 Feb 2021.