Householder Group Estate & Retirement Specialist’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$0	Sell	36 -5,079	-99%	-$142K	﹤0.01%	798
2024 Q3	$148K	Buy	5,115 +1,027	+25%	+$29.5K	0.04%	300
2024 Q2	$112K	Sell	4,088 -356	-8%	-$9.76K	0.03%	333
2024 Q1	$125K	Buy	4,444 +148	+3%	+$4.16K	0.04%	314
2023 Q4	$123K	Buy	4,296 +609	+17%	+$16.6K	0.04%	302
2023 Q3	$98.9K	Buy	+3,687	New	+$104K	0.04%	315
2023 Q1	$104K	Buy	+3,477	New	+$103K	0.04%	299
2022 Q4	–	Sell	-1,604	Closed	-$46K	–	622
2022 Q3	$46K	Buy	+1,604	New	+$49.5K	0.02%	412

Other funds holding GOVI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIA

Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GOVI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 99% in Q4 2024, selling an estimated $142K and leaving 36 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Householder Group Estate & Retirement Specialist first reported a position in GOVI in Q3 2022 and has held it in 8 quarters since. The position peaked at $148K in Q3 2024. 82 funds tracked by Wall St. Rank hold GOVI as of Q4 2024.

Householder Group Estate & Retirement Specialist held 36 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 5,079 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2024, an estimated $142K.
Invesco Equal Weight 0-30 Year Treasury ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #798 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $148K in Q3 2024.
82 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.