Financial Advocates Investment Management’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Financial Advocates Investment 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
2022 Q1	–	Sell	-8,928	Closed	-$935K	–	761
2021 Q4	$935K	Buy	8,928 +3,377	+61%	+$123K	0.06%	334
2021 Q3	$201K	Buy	+5,551	New	+$205K	0.01%	708
2021 Q2	–	Sell	-5,751	Closed	-$202K	–	777
2021 Q1	$202K	Sell	5,751 -45,542	-89%	-$1.67M	0.01%	711
2020 Q4	$1.96M	Buy	51,293 +17,480	+52%	+$675K	0.13%	179
2020 Q3	$1.33M	Buy	33,813 +1,660	+5%	+$65.7K	0.11%	195
2020 Q2	$1.27M	Sell	32,153 -1,687	-5%	-$66.5K	0.12%	207
2020 Q1	$1.33M	Sell	33,840 -50,085	-60%	-$1.84M	0.19%	146
2019 Q4	$2.89M	Buy	83,925 +12,799	+18%	+$448K	0.31%	87
2019 Q3	$2.53M	Buy	71,126 +24,346	+52%	+$853K	0.29%	92
2019 Q2	$1.59M	Buy	+46,780	New	+$1.55M	0.18%	132

Other funds holding GOVI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Advocates Investment Management's GOVI Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2022, closing a stake of 8,928 shares — an estimated $935K sold.

Financial Advocates Investment Management first reported a position in GOVI in Q2 2019 and held it in 10 quarters. The position peaked at $2.89M in Q4 2019. 43 funds tracked by Wall St. Rank hold GOVI as of Q1 2022.

Financial Advocates Investment Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 8,928 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2022, an estimated $935K.
Financial Advocates Investment Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2019 and held it in 10 quarters.
Financial Advocates Investment Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $2.89M in Q4 2019.
43 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.