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

Wealth Advisory Solutions’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
Q1 		– Sell
-9,548
Closed -$482K – 166
2020
Q4 		$482K Hold
9,548
– – 0.13% 98
2020
Q3 		$482K Sell
9,548
-1,345
-12% -$67.9K 0.13% 112
2020
Q2 		$549K Sell
10,893
-305
-3% -$15.3K 0.15% 103
2020
Q1 		$552K Sell
11,198
-1,745
-13% -$87.4K 0.19% 98
2019
Q4 		$652K Buy
+12,943
New +$653K 0.17% 105

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealth Advisory Solutions's GSY Position: Q1 2021 in Review

Wealth Advisory Solutions sold out of Invesco Ultra Short Duration ETF (GSY) in Q1 2021, closing a stake of 9,548 shares — an estimated $482K sold.

Wealth Advisory Solutions first reported a position in GSY in Q4 2019 and held it in 5 quarters. The position peaked at $652K in Q4 2019. 229 funds tracked by Wall St. Rank hold GSY as of Q1 2021.

  • Wealth Advisory Solutions reported no remaining Invesco Ultra Short Duration ETF position as of Q1 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 9,548 Invesco Ultra Short Duration ETF shares in Q1 2021, an estimated $482K.
  • Wealth Advisory Solutions first reported a position in Invesco Ultra Short Duration ETF in Q4 2019 and held it in 5 quarters.
  • Wealth Advisory Solutions's Invesco Ultra Short Duration ETF position peaked at $652K in Q4 2019.
  • 229 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q1 2021.

Based on Wealth Advisory Solutions's 13F filing for Q1 2021, filed 13 May 2021.