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

Independent Wealth Network’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
2022 Q2	–	Sell	-27,031	Closed	-$913K	–	201
2022 Q1	$913K	Buy	27,031 +8,026	+42%	+$281K	0.58%	43
2021 Q4	$695K	Buy	+19,005	New	+$694K	0.43%	59

Other funds holding GOVI

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

CWP

Concord Wealth Partners Abingdon, Virginia $770M AUM 18.25% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Independent Wealth Network's GOVI Position: Q2 2022 in Review

Independent Wealth Network sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2022, closing a stake of 27,031 shares — an estimated $913K sold.

Independent Wealth Network first reported a position in GOVI in Q4 2021 and held it in 2 quarters. The position peaked at $913K in Q1 2022. 40 funds tracked by Wall St. Rank hold GOVI as of Q2 2022.

Independent Wealth Network reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2022 after selling out during the quarter.
Independent Wealth Network sold 27,031 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2022, an estimated $913K.
Independent Wealth Network first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2021 and held it in 2 quarters.
Independent Wealth Network's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $913K in Q1 2022.
40 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2022.

Based on Independent Wealth Network's 13F filing for Q2 2022, filed 26 Jul 2022.