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Independence Bank of Kentucky’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Independence Bank of Kentucky’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
Q1 		– Sell
-91
Closed -$2.62K – 530
2023
Q4 		$2.62K Buy
+91
New +$2.48K ﹤0.01% 494

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independence Bank of Kentucky's GOVI Position: Q1 2024 in Review

Independence Bank of Kentucky sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2024, closing a stake of 91 shares — an estimated $2.62K sold.

Independence Bank of Kentucky first reported a position in GOVI in Q4 2023 and held it in 1 quarter. The position peaked at $2.62K in Q4 2023. 60 funds tracked by Wall St. Rank hold GOVI as of Q1 2024.

  • Independence Bank of Kentucky reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Independence Bank of Kentucky sold 91 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2024, an estimated $2.62K.
  • Independence Bank of Kentucky first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Independence Bank of Kentucky's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $2.62K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2024.

Based on Independence Bank of Kentucky's 13F filing for Q1 2024, filed 16 Apr 2024.