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Capital Investment Advisory Services’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Capital Investment Advisory Services’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
2021
Q1 		– Sell
-796
Closed -$31K – 747
2020
Q4 		$31K Buy
+796
New +$30.7K ﹤0.01% 548

Other funds holding GOVI

BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Investment Advisory Services's GOVI Position: Q1 2021 in Review

Capital Investment Advisory Services sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2021, closing a stake of 796 shares — an estimated $31K sold.

Capital Investment Advisory Services first reported a position in GOVI in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 45 funds tracked by Wall St. Rank hold GOVI as of Q1 2021.

  • Capital Investment Advisory Services reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Capital Investment Advisory Services sold 796 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2021, an estimated $31K.
  • Capital Investment Advisory Services first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Capital Investment Advisory Services's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $31K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2021.

Based on Capital Investment Advisory Services's 13F filing for Q1 2021, filed 5 May 2021.