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

Carroll Financial 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
2021
Q4 		– Sell
-1,175
Closed -$42K – 1743
2021
Q3 		$42K Buy
+1,175
New +$43.5K ﹤0.01% 790

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carroll Financial Associates's GOVI Position: Q4 2021 in Review

Carroll Financial Associates sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2021, closing a stake of 1,175 shares — an estimated $42K sold.

Carroll Financial Associates first reported a position in GOVI in Q3 2021 and held it in 1 quarter. The position peaked at $42K in Q3 2021. 36 funds tracked by Wall St. Rank hold GOVI as of Q4 2021.

  • Carroll Financial Associates reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 1,175 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2021, an estimated $42K.
  • Carroll Financial Associates first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $42K in Q3 2021.
  • 36 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.