OakTrust Wealth Advisors LLC Takes $803,000 Position in Invesco Ultra Short Duration ETF $GSY

OakTrust Wealth Advisors LLC acquired a new stake in shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 15,974 shares of the company’s stock, valued at approximately $803,000. Invesco Ultra Short Duration ETF accounts for approximately 0.7% of OakTrust Wealth Advisors LLC’s holdings, making the stock its 25th biggest holding.

A number of other large investors also recently bought and sold shares of GSY. Barnes Wealth Management Group Inc boosted its position in Invesco Ultra Short Duration ETF by 2.6% during the 4th quarter. Barnes Wealth Management Group Inc now owns 40,531 shares of the company’s stock valued at $2,037,000 after acquiring an additional 1,010 shares in the last quarter. Cambient Family Office LLC acquired a new position in Invesco Ultra Short Duration ETF during the 4th quarter valued at about $3,254,000. Axxcess Wealth Management LLC increased its holdings in shares of Invesco Ultra Short Duration ETF by 41.7% during the fourth quarter. Axxcess Wealth Management LLC now owns 1,352,189 shares of the company’s stock valued at $67,947,000 after acquiring an additional 398,081 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its holdings in shares of Invesco Ultra Short Duration ETF by 4.5% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 69,033 shares of the company’s stock worth $3,469,000 after buying an additional 2,965 shares during the last quarter. Finally, Wealth Intelligence LLC purchased a new position in Invesco Ultra Short Duration ETF in the 4th quarter worth $6,163,000.

Invesco Ultra Short Duration ETF Price Performance

GSY opened at $50.25 on Friday. The firm has a 50 day moving average of $50.17 and a two-hundred day moving average of $50.22. Invesco Ultra Short Duration ETF has a 12-month low of $50.05 and a 12-month high of $50.39.

Invesco Ultra Short Duration ETF Profile

The Invesco Ultra Short Duration ETF (GSY) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund seeks to outperform the Barclays Capital 1-3 Month U.S. Treasury Bill Index by investing in a diverse portfolio of investment-grade securities. GSY was launched on Feb 12, 2008 and is managed by Invesco.