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

Bulltick 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
2024
Q4 		– Sell
-7,157
Closed -$208K – 128
2024
Q3 		$208K Buy
+7,157
New +$205K 0.05% 107
2024
Q2 		– Sell
-7,157
Closed -$201K – 104
2024
Q1 		$201K Buy
+7,157
New +$201K 0.03% 100

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return

Bulltick Wealth Management's GOVI Position: Q4 2024 in Review

Bulltick Wealth Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2024, closing a stake of 7,157 shares — an estimated $208K sold.

Bulltick Wealth Management first reported a position in GOVI in Q1 2024 and held it in 2 quarters. The position peaked at $208K in Q3 2024. 82 funds tracked by Wall St. Rank hold GOVI as of Q4 2024.

  • Bulltick Wealth Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Bulltick Wealth Management sold 7,157 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2024, an estimated $208K.
  • Bulltick Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2024 and held it in 2 quarters.
  • Bulltick Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $208K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2024.

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