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

Financial Gravity Asset 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
2019 Q4	–	Sell	-333	Closed	-$12K	–	1516
2019 Q3	$12K	Sell	333 -343	-51%	-$12K	0.01%	571
2019 Q2	$23K	Buy	+676	New	+$22.3K	0.02%	461

Other funds holding GOVI

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Gravity Asset Management's GOVI Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2019, closing a stake of 333 shares — an estimated $12K sold.

Financial Gravity Asset Management first reported a position in GOVI in Q2 2019 and held it in 2 quarters. The position peaked at $23K in Q2 2019. 59 funds tracked by Wall St. Rank hold GOVI as of Q4 2019.

Financial Gravity Asset Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 333 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2019, an estimated $12K.
Financial Gravity Asset Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2019 and held it in 2 quarters.
Financial Gravity Asset Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $23K in Q2 2019.
59 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.