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Calton & Associates’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Calton & Associates’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
2020
Q1 		– Sell
-24,114
Closed -$832K – 331
2019
Q4 		$832K Buy
+24,114
New +$845K 0.17% 115

Other funds holding GOVI

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
QWM
QP Wealth Management Eatontown, New Jersey $58.4M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Calton & Associates's GOVI Position: Q1 2020 in Review

Calton & Associates sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2020, closing a stake of 24,114 shares — an estimated $832K sold.

Calton & Associates first reported a position in GOVI in Q4 2019 and held it in 1 quarter. The position peaked at $832K in Q4 2019. 48 funds tracked by Wall St. Rank hold GOVI as of Q1 2020.

  • Calton & Associates reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • Calton & Associates sold 24,114 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2020, an estimated $832K.
  • Calton & Associates first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2019 and held it in 1 quarter.
  • Calton & Associates's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $832K in Q4 2019.
  • 48 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2020.

Based on Calton & Associates's 13F filing for Q1 2020, filed 30 Apr 2020.