Arete Wealth Advisors’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.26M | Buy |
45,850
+110
| +0.2% | +$3.02K | 0.09% | 223 |
|
2025
Q1 | $1.27M | Sell |
45,740
-13,035
| -22% | -$362K | 0.1% | 215 |
|
2024
Q4 | $1.59M | Buy |
58,775
+12,259
| +26% | +$332K | 0.11% | 182 |
|
2024
Q3 | $1.35M | Sell |
46,516
-19,391
| -29% | -$563K | 0.12% | 174 |
|
2024
Q2 | $1.82M | Buy |
65,907
+6,868
| +12% | +$190K | 0.15% | 139 |
|
2024
Q1 | $1.66M | Buy |
59,039
+8,394
| +17% | +$236K | 0.15% | 151 |
|
2023
Q4 | $1.46M | Buy |
+50,645
| New | +$1.46M | 0.11% | 182 |
|
2023
Q3 | – | Sell |
-49,498
| Closed | -$1.44M | – | 589 |
|
2023
Q2 | $1.44M | Buy |
+49,498
| New | +$1.44M | 0.13% | 164 |
|