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First Citizens Bank & Trust’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

First Citizens Bank & Trust’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
Q1 		– Sell
-156,017
Closed -$4.5M – 443
2023
Q4 		$4.5M Buy
+156,017
New +$4.24M 0.08% 100

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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Citizens Bank & Trust's GOVI Position: Q1 2024 in Review

First Citizens Bank & Trust sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2024, closing a stake of 156,017 shares — an estimated $4.5M sold.

First Citizens Bank & Trust first reported a position in GOVI in Q4 2023 and held it in 1 quarter. The position peaked at $4.5M in Q4 2023. 60 funds tracked by Wall St. Rank hold GOVI as of Q1 2024.

  • First Citizens Bank & Trust reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • First Citizens Bank & Trust sold 156,017 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2024, an estimated $4.5M.
  • First Citizens Bank & Trust first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2023 and held it in 1 quarter.
  • First Citizens Bank & Trust's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $4.5M in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2024.

Based on First Citizens Bank & Trust's 13F filing for Q1 2024, filed 15 Apr 2024.