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

Valeo 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
Q3 		– Sell
-2,263
Closed -$114K – 1806
2020
Q2 		$114K Buy
+2,263
New +$113K 0.01% 467

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Valeo Financial Advisors's GSY Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2020, closing a stake of 2,263 shares — an estimated $114K sold.

Valeo Financial Advisors first reported a position in GSY in Q2 2020 and held it in 1 quarter. The position peaked at $114K in Q2 2020. 216 funds tracked by Wall St. Rank hold GSY as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,263 Invesco Ultra Short Duration ETF shares in Q3 2020, an estimated $114K.
  • Valeo Financial Advisors first reported a position in Invesco Ultra Short Duration ETF in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Invesco Ultra Short Duration ETF position peaked at $114K in Q2 2020.
  • 216 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.