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

Belpointe Asset 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 Q2	–	Sell	-807	Closed	-$24.2K	–	1683
2023 Q1	$24.2K	Sell	807 -4	-0.5%	-$118	﹤0.01%	2198
2022 Q4	$23.3K	Buy	+811	New	+$23.4K	﹤0.01%	2074
2020 Q1	–	Sell	-83,347	Closed	-$2.87M	–	688
2019 Q4	$2.87M	Buy	+83,347	New	+$2.92M	0.36%	67

Other funds holding GOVI

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Belpointe Asset Management's GOVI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2023, closing a stake of 807 shares — an estimated $24.2K sold.

Belpointe Asset Management first reported a position in GOVI in Q4 2019 and held it in 3 quarters. The position peaked at $2.87M in Q4 2019. 38 funds tracked by Wall St. Rank hold GOVI as of Q2 2023.

Belpointe Asset Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 807 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2023, an estimated $24.2K.
Belpointe Asset Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2019 and held it in 3 quarters.
Belpointe Asset Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $2.87M in Q4 2019.
38 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.