Jupiter Wealth Management’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Jupiter Wealth Management’s Portfolio TBLL Stock Details TBLL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-3,249	Closed	-$344K	–	89
2020 Q2	$344K	Hold	3,249	–	–	0.17%	59
2020 Q1	$344K	Sell	3,249 -3,720	-53%	-$393K	0.2%	52
2019 Q4	$736K	Buy	6,969 +515	+8%	+$54.4K	0.36%	44
2019 Q3	$681K	Buy	6,454 +440	+7%	+$46.5K	0.36%	44
2019 Q2	$636K	Buy	+6,014	New	+$635K	0.32%	44

Other funds holding TBLL

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

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

WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jupiter Wealth Management's TBLL Position: Q3 2020 in Review

Jupiter Wealth Management sold out of Invesco Short Term Treasury ETF (TBLL) in Q3 2020, closing a stake of 3,249 shares — an estimated $344K sold.

Jupiter Wealth Management first reported a position in TBLL in Q2 2019 and held it in 5 quarters. The position peaked at $736K in Q4 2019. 40 funds tracked by Wall St. Rank hold TBLL as of Q3 2020.

Jupiter Wealth Management reported no remaining Invesco Short Term Treasury ETF position as of Q3 2020 after selling out during the quarter.
Jupiter Wealth Management sold 3,249 Invesco Short Term Treasury ETF shares in Q3 2020, an estimated $344K.
Jupiter Wealth Management first reported a position in Invesco Short Term Treasury ETF in Q2 2019 and held it in 5 quarters.
Jupiter Wealth Management's Invesco Short Term Treasury ETF position peaked at $736K in Q4 2019.
40 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q3 2020.

Based on Jupiter Wealth Management's 13F filing for Q3 2020, filed 19 Nov 2020.