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Fulcrum Equity Management’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Fulcrum Equity 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
2020
Q4 		– Sell
-7,463
Closed -$293K – 161
2020
Q3 		$293K Buy
+7,463
New +$295K 0.14% 111

Other funds holding GOVI

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fulcrum Equity Management's GOVI Position: Q4 2020 in Review

Fulcrum Equity Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2020, closing a stake of 7,463 shares — an estimated $293K sold.

Fulcrum Equity Management first reported a position in GOVI in Q3 2020 and held it in 1 quarter. The position peaked at $293K in Q3 2020. 49 funds tracked by Wall St. Rank hold GOVI as of Q4 2020.

  • Fulcrum Equity Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 7,463 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2020, an estimated $293K.
  • Fulcrum Equity Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2020 and held it in 1 quarter.
  • Fulcrum Equity Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $293K in Q3 2020.
  • 49 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2020.

Based on Fulcrum Equity Management's 13F filing for Q4 2020, filed 22 Feb 2021.