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

Campbell 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
Q1 		– Sell
-700,663
Closed -$20.2M – 93
2023
Q4 		$20.2M Buy
700,663
+19,846
+3% +$540K 2.4% 13
2023
Q3 		$18.3M Buy
+680,817
New +$19.1M 2.22% 15

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Campbell Wealth Management's GOVI Position: Q1 2024 in Review

Campbell Wealth Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2024, closing a stake of 700,663 shares — an estimated $20.2M sold.

Campbell Wealth Management first reported a position in GOVI in Q3 2023 and held it in 2 quarters. The position peaked at $20.2M in Q4 2023. 60 funds tracked by Wall St. Rank hold GOVI as of Q1 2024.

  • Campbell Wealth Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Campbell Wealth Management sold 700,663 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2024, an estimated $20.2M.
  • Campbell Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2023 and held it in 2 quarters.
  • Campbell Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $20.2M in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2024.

Based on Campbell Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.