Cetera Advisor Networks’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Cetera Advisor Networks’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	$4.69M	Buy	+167,020	New	+$4.69M	0.02%	656
2020 Q3	–	Sell	-750	Closed	-$30K	–	1948
2020 Q2	$30K	Buy	+750	New	+$29.6K	﹤0.01%	2181
2020 Q1	–	Sell	-8,750	Closed	-$301K	–	1169
2019 Q4	$301K	Hold	8,750	–	–	0.01%	952
2019 Q3	$312K	Buy	+8,750	New	+$307K	0.01%	903
2017 Q3	–	Sell	-9,756	Closed	-$319K	–	924
2017 Q2	$319K	Buy	+9,756	New	+$318K	0.02%	681
2017 Q1	–	Sell	-8,605	Closed	-$274K	–	927
2016 Q4	$274K	Sell	8,605 -13,816	-62%	-$454K	0.01%	680
2016 Q3	$779K	Buy	22,421 +11,571	+107%	+$405K	0.03%	443
2016 Q2	$382K	Buy	+10,850	New	+$370K	0.02%	537
2015 Q3	–	Sell	-154,906	Closed	-$5.2M	–	837
2015 Q2	$5.2M	Hold	154,906	–	–	0.33%	63
2015 Q1	$5.2M	Buy	+154,906	New	+$5.19M	0.33%	62

Other funds holding GOVI

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 New York $544B AUM 28.31% 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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Advisor Networks's GOVI Position: Q1 2024 in Review

Cetera Advisor Networks opened a new position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2024: 167,020 shares worth $4.69M. The stake represents 0.02% of the portfolio and ranks #656 among its holdings. This is a return to the name: Cetera Advisor Networks previously reported a position in GOVI as recently as Q2 2020.

Cetera Advisor Networks first reported a position in GOVI in Q1 2015 and has held it in 10 quarters since. The position peaked at $5.2M in Q2 2015. 60 funds tracked by Wall St. Rank hold GOVI as of Q1 2024.

Cetera Advisor Networks held 167,020 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $4.69M as of Q1 2024.
Invesco Equal Weight 0-30 Year Treasury ETF was a new Cetera Advisor Networks position in Q1 2024.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #656 holding.
Cetera Advisor Networks first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2015 and has held it in 10 quarters since.
Cetera Advisor Networks's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $5.2M in Q2 2015.
60 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.