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

IHT Wealth 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 Q1	–	Sell	-15,931	Closed	-$549K	–	597
2019 Q4	$549K	Sell	15,931 -864	-5%	-$30.3K	0.07%	310
2019 Q3	$597K	Buy	+16,795	New	+$588K	0.08%	287
2018 Q1	–	Sell	-62	Closed	-$2K	–	1711
2017 Q4	$2K	Buy	+62	New	+$2.03K	﹤0.01%	1485

Other funds holding GOVI

RJFSA

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

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

QWM

QP Wealth Management Eatontown, New Jersey $58.4M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IHT Wealth Management's GOVI Position: Q1 2020 in Review

IHT Wealth Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2020, closing a stake of 15,931 shares — an estimated $549K sold.

IHT Wealth Management first reported a position in GOVI in Q4 2017 and held it in 3 quarters. The position peaked at $597K in Q3 2019. 48 funds tracked by Wall St. Rank hold GOVI as of Q1 2020.

IHT Wealth Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2020 after selling out during the quarter.
IHT Wealth Management sold 15,931 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2020, an estimated $549K.
IHT Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2017 and held it in 3 quarters.
IHT Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $597K in Q3 2019.
48 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2020.

Based on IHT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.