Chessman Wealth Strategies RIA’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Chessman Wealth Strategies RIA’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
2019 Q4	–	Sell	-13,972	Closed	-$497K	–	3
2019 Q3	$497K	Sell	13,972 -34,587	-71%	-$1.21M	13.55%	3
2019 Q2	$1.65M	Buy	+48,559	New	+$1.61M	8.99%	8

Other funds holding GOVI

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Chessman Wealth Strategies RIA's GOVI Position: Q4 2019 in Review

Chessman Wealth Strategies RIA sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2019, closing a stake of 13,972 shares — an estimated $497K sold.

Chessman Wealth Strategies RIA first reported a position in GOVI in Q2 2019 and held it in 2 quarters. The position peaked at $1.65M in Q2 2019. 59 funds tracked by Wall St. Rank hold GOVI as of Q4 2019.

Chessman Wealth Strategies RIA reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2019 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 13,972 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2019, an estimated $497K.
Chessman Wealth Strategies RIA first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2019 and held it in 2 quarters.
Chessman Wealth Strategies RIA's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $1.65M in Q2 2019.
59 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2019, filed 17 Jan 2020.