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

Ameriprise’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
2024 Q4	–	Sell	-18,429	Closed	-$536K	–	4115
2024 Q3	$536K	Buy	+18,429	New	+$529K	﹤0.01%	3451
2017 Q1	–	Sell	-7,970	Closed	-$254K	–	3637
2016 Q4	$254K	Sell	7,970 -1,265	-14%	-$41.6K	﹤0.01%	3559
2016 Q3	$321K	Buy	9,235 +3,319	+56%	+$116K	﹤0.01%	3368
2016 Q2	$208K	Buy	+5,916	New	+$202K	﹤0.01%	3528
2016 Q1	–	Sell	-52,980	Closed	-$1.71M	–	3800
2015 Q4	$1.71M	Buy	52,980 +8,846	+20%	+$287K	﹤0.01%	2690
2015 Q3	$1.45M	Buy	44,134 +4,659	+12%	+$151K	﹤0.01%	2795
2015 Q2	$1.25M	Buy	+39,475	New	+$1.28M	﹤0.01%	3008

Other funds holding GOVI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SIA

Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return

Ameriprise's GOVI Position: Q4 2024 in Review

Ameriprise sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2024, closing a stake of 18,429 shares — an estimated $536K sold.

Ameriprise first reported a position in GOVI in Q2 2015 and held it in 7 quarters. The position peaked at $1.71M in Q4 2015. 82 funds tracked by Wall St. Rank hold GOVI as of Q4 2024.

Ameriprise reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2024 after selling out during the quarter.
Ameriprise sold 18,429 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2024, an estimated $536K.
Ameriprise first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2015 and held it in 7 quarters.
Ameriprise's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $1.71M in Q4 2015.
82 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2024.

Based on Ameriprise's 13F filing for Q4 2024, filed 14 Feb 2025.