Activest Wealth Management’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Activest Wealth Management’s Portfolio GOVI Stock Details GOVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-58,712	Closed	-$1.46M	–	362
2023 Q2	$1.46M	Buy	+58,712	New	+$1.74M	1.01%	11

Other funds holding GOVI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

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

Activest Wealth Management's GOVI Position: Q3 2023 in Review

Activest Wealth Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q3 2023, closing a stake of 58,712 shares — an estimated $1.46M sold.

Activest Wealth Management first reported a position in GOVI in Q2 2023 and held it in 1 quarter. The position peaked at $1.46M in Q2 2023. 47 funds tracked by Wall St. Rank hold GOVI as of Q3 2023.

Activest Wealth Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q3 2023 after selling out during the quarter.
Activest Wealth Management sold 58,712 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q3 2023, an estimated $1.46M.
Activest Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2023 and held it in 1 quarter.
Activest Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $1.46M in Q2 2023.
47 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q3 2023.

Based on Activest Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.