Vickerman & Driscoll Financial Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Vickerman & Driscoll 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 Q1	$11.6M	Sell	235,985 -1,306	-0.6%	-$65.4K	7.14%	2
2019 Q4	$12M	Buy	237,291 +15,521	+7%	+$783K	6.04%	3
2019 Q3	$11.2M	Sell	221,770 -82	-0%	-$4.13K	6.13%	3
2019 Q2	$11.2M	Buy	221,852 +4,167	+2%	+$210K	6.19%	2
2019 Q1	$10.9M	Buy	+217,685	New	+$10.9M	6.18%	2

Other funds holding GSY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BCMO

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return

Vickerman & Driscoll Financial Advisors's GSY Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its Invesco Ultra Short Duration ETF (GSY) stake by 0.55% in Q1 2020, selling an estimated $65.4K and leaving 235,985 shares worth $11.6M. The position accounts for 7.14% of the portfolio, ranked #2.

Vickerman & Driscoll Financial Advisors first reported a position in GSY in Q1 2019 and has held it in 5 quarters since. The position peaked at $12M in Q4 2019. 192 funds tracked by Wall St. Rank hold GSY as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 235,985 shares of Invesco Ultra Short Duration ETF worth $11.6M as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 1,306 Invesco Ultra Short Duration ETF shares in Q1 2020, an estimated $65.4K.
Invesco Ultra Short Duration ETF made up 7.14% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #2 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Invesco Ultra Short Duration ETF in Q1 2019 and has held it in 5 quarters since.
Vickerman & Driscoll Financial Advisors's Invesco Ultra Short Duration ETF position peaked at $12M in Q4 2019.
192 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.