Gyroscope Capital Management Group’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Gyroscope Capital Management Group’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
2019 Q4	–	Sell	-7,660	Closed	-$397K	–	120
2019 Q3	$397K	Sell	7,660 -9,461	-55%	-$331K	0.16%	101
2019 Q2	$895K	Buy	+17,121	New	+$566K	0.34%	52

Other funds holding GOVI

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

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gyroscope Capital Management Group's GOVI Position: Q4 2019 in Review

Gyroscope Capital Management Group sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2019, closing a stake of 7,660 shares — an estimated $397K sold.

Gyroscope Capital Management Group first reported a position in GOVI in Q2 2019 and held it in 2 quarters. The position peaked at $895K in Q2 2019. 59 funds tracked by Wall St. Rank hold GOVI as of Q4 2019.

Gyroscope Capital Management Group reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2019 after selling out during the quarter.
Gyroscope Capital Management Group sold 7,660 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2019, an estimated $397K.
Gyroscope Capital Management Group first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2019 and held it in 2 quarters.
Gyroscope Capital Management Group's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $895K in Q2 2019.
59 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2019.

Based on Gyroscope Capital Management Group's 13F filing for Q4 2019, filed 29 Jan 2020.