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Advisor Group’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Advisor Group’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
2019
Q4 		$1K Buy
+3
New +$105 ﹤0.01% 5137

Other funds holding GOVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group's GOVI Position: Q4 2019 in Review

Advisor Group reduced its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 37% in Q4 2019, selling an estimated $2.9M and leaving 141,985 shares worth $4.9M. The position accounts for 0.03% of the portfolio, ranked #429.

Advisor Group first reported a position in GOVI in Q2 2016 and has held it in 15 quarters since. The position peaked at $9.82M in Q2 2016. 59 funds tracked by Wall St. Rank hold GOVI as of Q4 2019.

  • Advisor Group held 141,985 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $4.9M as of Q4 2019.
  • Advisor Group sold 82,886 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2019, an estimated $2.9M.
  • Invesco Equal Weight 0-30 Year Treasury ETF made up 0.03% of Advisor Group's portfolio in Q4 2019, its #429 holding.
  • Advisor Group first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $9.82M in Q2 2016.
  • 59 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.