EW
GOVI icon

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

Evoke Wealth’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
Q1 		– Sell
-24,973
Closed -$567K – 1231
2019
Q4 		$567K Buy
+24,973
New +$875K 0.07% 119

Other funds holding GOVI

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
QWM
QP Wealth Management Eatontown, New Jersey $58.4M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evoke Wealth's GOVI Position: Q1 2020 in Review

Evoke Wealth sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2020, closing a stake of 24,973 shares — an estimated $567K sold.

Evoke Wealth first reported a position in GOVI in Q4 2019 and held it in 1 quarter. The position peaked at $567K in Q4 2019. 48 funds tracked by Wall St. Rank hold GOVI as of Q1 2020.

  • Evoke Wealth reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2020 after selling out during the quarter.
  • Evoke Wealth sold 24,973 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2020, an estimated $567K.
  • Evoke Wealth first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2019 and held it in 1 quarter.
  • Evoke Wealth's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $567K in Q4 2019.
  • 48 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.