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Marshall Financial Group (Maryland)’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Marshall Financial Group (Maryland)’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
2021
Q3 		– Sell
-16,319
Closed -$873K – 174
2021
Q2 		$873K Buy
16,319
+1,169
+8% +$41.8K 0.47% 66
2021
Q1 		$793K Buy
+15,150
New +$555K 0.47% 75

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Marshall Financial Group (Maryland)'s GOVI Position: Q3 2021 in Review

Marshall Financial Group (Maryland) sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q3 2021, closing a stake of 16,319 shares — an estimated $873K sold.

Marshall Financial Group (Maryland) first reported a position in GOVI in Q1 2021 and held it in 2 quarters. The position peaked at $873K in Q2 2021. 41 funds tracked by Wall St. Rank hold GOVI as of Q3 2021.

  • Marshall Financial Group (Maryland) reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q3 2021 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 16,319 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q3 2021, an estimated $873K.
  • Marshall Financial Group (Maryland) first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2021 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $873K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q3 2021.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2021, filed 28 Oct 2021.