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

Mission 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
2024
Q1 		– Sell
-4,083
Closed -$204K – 689
2023
Q4 		$204K Buy
+4,083
New +$111K 0.01% 551

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 $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $4.62B AUM 25.58% 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 $201M AUM 15.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mission Wealth Management's GOVI Position: Q1 2024 in Review

Mission Wealth Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2024, closing a stake of 4,083 shares — an estimated $204K sold.

Mission Wealth Management first reported a position in GOVI in Q4 2023 and held it in 1 quarter. The position peaked at $204K in Q4 2023. 60 funds tracked by Wall St. Rank hold GOVI as of Q1 2024.

  • Mission Wealth Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Mission Wealth Management sold 4,083 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2024, an estimated $204K.
  • Mission Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Mission Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $204K 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 Mission Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.