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Evergreen Capital Management’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Evergreen Capital Management’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
-991,727
Closed -$18.9M – 973
2024
Q1 		$18.9M Buy
+991,727
New +$27.9M 0.72% 23

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

Evergreen Capital Management's GOVI Position: Q2 2024 in Review

Evergreen Capital Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2024, closing a stake of 991,727 shares — an estimated $18.9M sold.

Evergreen Capital Management first reported a position in GOVI in Q1 2024 and held it in 1 quarter. The position peaked at $18.9M in Q1 2024. 71 funds tracked by Wall St. Rank hold GOVI as of Q2 2024.

  • Evergreen Capital Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 991,727 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2024, an estimated $18.9M.
  • Evergreen Capital Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2024 and held it in 1 quarter.
  • Evergreen Capital Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $18.9M in Q1 2024.
  • 71 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2024.

Based on Evergreen Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.