First Heartland Consultants’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

First Heartland Consultants’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	-5,865	Closed	-$214	–	371
2021 Q4	$214	Sell	5,865 -1,500	-20%	-$54.8K	0.01%	349
2021 Q3	$267K	Hold	7,365	–	–	0.04%	305
2021 Q2	$268K	Hold	7,365	–	–	0.04%	309
2021 Q1	$258K	Sell	7,365 -2,500	-25%	-$91.5K	0.04%	318
2020 Q4	$379K	Hold	9,865	–	–	0.06%	200
2020 Q3	$388K	Sell	9,865 -9,794	-50%	-$388K	0.07%	177
2020 Q2	$774K	Sell	19,659 -25,083	-56%	-$989K	0.15%	115
2020 Q1	$1.76M	Sell	44,742 -42,119	-48%	-$1.55M	0.45%	59
2019 Q4	$3M	Buy	86,861 +53,171	+158%	+$1.86M	0.59%	48
2019 Q3	$1.2M	Buy	33,690 +25,858	+330%	+$906K	0.26%	95
2019 Q2	$267K	Buy	+7,832	New	+$259K	0.06%	229

Other funds holding GOVI

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

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 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 $770M AUM 18.25% 1-Year Est. Return

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

First Heartland Consultants's GOVI Position: Q1 2022 in Review

First Heartland Consultants sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2022, closing a stake of 5,865 shares — an estimated $214 sold.

First Heartland Consultants first reported a position in GOVI in Q2 2019 and held it in 11 quarters. The position peaked at $3M in Q4 2019. 43 funds tracked by Wall St. Rank hold GOVI as of Q1 2022.

First Heartland Consultants reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2022 after selling out during the quarter.
First Heartland Consultants sold 5,865 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2022, an estimated $214.
First Heartland Consultants first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2019 and held it in 11 quarters.
First Heartland Consultants's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $3M 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 First Heartland Consultants's 13F filing for Q1 2022, filed 21 Apr 2022.