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

Envestnet Portfolio 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
Q2 		– Sell
-8,554
Closed -$240K – 1659
2024
Q1 		$240K Sell
8,554
-149,493
-95% -$4.2M ﹤0.01% 1470
2023
Q4 		$4.56M Buy
+158,047
New +$4.3M 0.02% 347

Other funds holding GOVI

Invesco
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Portfolio Solutions's GOVI Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2024, closing a stake of 8,554 shares — an estimated $240K sold.

Envestnet Portfolio Solutions first reported a position in GOVI in Q4 2023 and held it in 2 quarters. The position peaked at $4.56M in Q4 2023. 71 funds tracked by Wall St. Rank hold GOVI as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 8,554 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2024, an estimated $240K.
  • Envestnet Portfolio Solutions first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2023 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $4.56M in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.