MONECO Advisors’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

MONECO Advisors’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
2019 Q4	–	Sell	-8,092	Closed	-$426K	–	154
2019 Q3	$426K	Buy	8,092 +415	+5%	+$14.5K	0.33%	69
2019 Q2	$394K	Buy	7,677 +2,200	+40%	+$72.7K	0.32%	75
2019 Q1	$272K	Buy	+5,477	New	+$176K	0.22%	100

Other funds holding GOVI

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MONECO Advisors's GOVI Position: Q4 2019 in Review

MONECO Advisors sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2019, closing a stake of 8,092 shares — an estimated $426K sold.

MONECO Advisors first reported a position in GOVI in Q1 2019 and held it in 3 quarters. The position peaked at $426K in Q3 2019. 59 funds tracked by Wall St. Rank hold GOVI as of Q4 2019.

MONECO Advisors reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2019 after selling out during the quarter.
MONECO Advisors sold 8,092 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2019, an estimated $426K.
MONECO Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2019 and held it in 3 quarters.
MONECO Advisors's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $426K in Q3 2019.
59 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2019.

Based on MONECO Advisors's 13F filing for Q4 2019, filed 21 Jan 2020.