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Genesis Wealth Advisors’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		– Sell
-2,917
Closed -$98.7K – 510
2015
Q1 		$98.7K Buy
+2,917
New +$97.8K 0.08% 123

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Genesis Wealth Advisors's GOVI Position: Q2 2015 in Review

Genesis Wealth Advisors sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2015, closing a stake of 2,917 shares — an estimated $98.7K sold.

Genesis Wealth Advisors first reported a position in GOVI in Q1 2015 and held it in 1 quarter. The position peaked at $98.7K in Q1 2015. 39 funds tracked by Wall St. Rank hold GOVI as of Q2 2015.

  • Genesis Wealth Advisors reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2015 after selling out during the quarter.
  • Genesis Wealth Advisors sold 2,917 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2015, an estimated $98.7K.
  • Genesis Wealth Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2015 and held it in 1 quarter.
  • Genesis Wealth Advisors's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $98.7K in Q1 2015.
  • 39 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.