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Coppell Advisory Solutions’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Coppell Advisory Solutions’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
Q4 		– Sell
-108
Closed -$3.01K – 2029
2024
Q3 		$3.01K Buy
+108
New +$3.1K ﹤0.01% 1370
2023
Q4 		$3.14K Buy
+109
New +$2.96K ﹤0.01% 1208
2023
Q2 		– Sell
-48,942
Closed -$1.45M – 1439
2023
Q1 		$1.45M Buy
48,942
+2,726
+6% +$80.5K 0.48% 54
2022
Q4 		$1.33M Buy
+46,216
New +$1.33M 0.45% 59

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return

Coppell Advisory Solutions's GOVI Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2024, closing a stake of 108 shares — an estimated $3.01K sold.

Coppell Advisory Solutions first reported a position in GOVI in Q4 2022 and held it in 4 quarters. The position peaked at $1.45M in Q1 2023. 82 funds tracked by Wall St. Rank hold GOVI as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 108 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2024, an estimated $3.01K.
  • Coppell Advisory Solutions first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2022 and held it in 4 quarters.
  • Coppell Advisory Solutions's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $1.45M in Q1 2023.
  • 82 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.