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Gradient Investments’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Gradient Investments’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
Q3 		– Sell
-16
Closed -$1K – 1170
2020
Q2 		$1K Buy
+16
New +$631 ﹤0.01% 977

Other funds holding GOVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gradient Investments's GOVI Position: Q3 2020 in Review

Gradient Investments sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q3 2020, closing a stake of 16 shares — an estimated $1K sold.

Gradient Investments first reported a position in GOVI in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 56 funds tracked by Wall St. Rank hold GOVI as of Q3 2020.

  • Gradient Investments reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q3 2020 after selling out during the quarter.
  • Gradient Investments sold 16 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q3 2020, an estimated $1K.
  • Gradient Investments first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2020 and held it in 1 quarter.
  • Gradient Investments's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $1K in Q2 2020.
  • 56 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q3 2020.

Based on Gradient Investments's 13F filing for Q3 2020, filed 6 Oct 2020.