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

Centurion 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
2023 Q2	–	Sell	-19,842	Closed	-$942K	–	156
2023 Q1	$942K	Buy	19,842 +3,872	+24%	+$114K	0.48%	46
2022 Q4	$757K	Buy	+15,970	New	+$460K	0.43%	52

Other funds holding GOVI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Centurion Wealth Management's GOVI Position: Q2 2023 in Review

Centurion Wealth Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2023, closing a stake of 19,842 shares — an estimated $942K sold.

Centurion Wealth Management first reported a position in GOVI in Q4 2022 and held it in 2 quarters. The position peaked at $942K in Q1 2023. 38 funds tracked by Wall St. Rank hold GOVI as of Q2 2023.

Centurion Wealth Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2023 after selling out during the quarter.
Centurion Wealth Management sold 19,842 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2023, an estimated $942K.
Centurion Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2022 and held it in 2 quarters.
Centurion Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $942K in Q1 2023.
38 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2023.

Based on Centurion Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.