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Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income shares owned by OakTrust Wealth Advisors

Quarter-by-quarter ownership of Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income (GSY) shares owned by OakTrust Wealth Advisors from 13F filings

Historical chart of OakTrust Wealth Advisors investment in Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income

Tip: Access up to 7 years of quarterly data

All positions including Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income held by OakTrust Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income by OakTrust Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $803k 16k 50.25

More positions owned by OakTrust Wealth Advisors

Spdr Series Trust State Street Spd (SPTS)
Ishares U S Etf Tr Short Duration B (NEAR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Spdr Series Trust State Street Spd (BIL)
Spdr Series Trust State Street Spd (BILS)
First Tr Exchange-traded Smid Risng Etf (SDVY)

View all positions for OakTrust Wealth Advisors

Top funds holding Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income

LPL Financial
Wells Fargo & Company
Flow Traders US
Bramshill Investments
UBS Group
Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Cambridge Investment Research Advisors
Gradient Investments
Axxcess Wealth Management
Capital Asset Advisory Services
Cetera Investment Advisers
Raymond James Financial
Tower Research Capital
CWM
Advisor Group Holdings

View all funds holding Invesco Actively Managd Etf Ultra Shrt Dur etf/fixed income