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Concourse Financial Group Securities’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Concourse Financial Group Securities’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
2020
Q2 		– Sell
-3,291
Closed -$130K – 2149
2020
Q1 		$130K Buy
+3,291
New +$121K 0.01% 571

Other funds holding GOVI

PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Concourse Financial Group Securities's GOVI Position: Q2 2020 in Review

Concourse Financial Group Securities sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2020, closing a stake of 3,291 shares — an estimated $130K sold.

Concourse Financial Group Securities first reported a position in GOVI in Q1 2020 and held it in 1 quarter. The position peaked at $130K in Q1 2020. 57 funds tracked by Wall St. Rank hold GOVI as of Q2 2020.

  • Concourse Financial Group Securities reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2020 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,291 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2020, an estimated $130K.
  • Concourse Financial Group Securities first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2020 and held it in 1 quarter.
  • Concourse Financial Group Securities's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $130K in Q1 2020.
  • 57 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2020.

Based on Concourse Financial Group Securities's 13F filing for Q2 2020, filed 13 Aug 2020.