Newbridge Financial Services Group’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Newbridge Financial Services Group’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
2023 Q4	–	Sell	-61	Closed	-$1.64K	–	1233
2023 Q3	$1.64K	Buy	+61	New	+$1.72K	﹤0.01%	1108
2023 Q2	–	Sell	-61	Closed	-$1.83K	–	1386
2023 Q1	$1.83K	Hold	61	–	–	﹤0.01%	1205
2022 Q4	$1.75K	Hold	61	–	–	﹤0.01%	1237
2022 Q3	$2K	Hold	61	–	–	﹤0.01%	1195
2022 Q2	$2K	Hold	61	–	–	﹤0.01%	1181
2022 Q1	$2K	Sell	61 -61	-50%	-$2.13K	﹤0.01%	1286
2021 Q4	$4K	Hold	122	–	–	﹤0.01%	1116
2021 Q3	$4K	Hold	122	–	–	﹤0.01%	1059
2021 Q2	$4K	Hold	122	–	–	﹤0.01%	1159
2021 Q1	$4K	Hold	122	–	–	﹤0.01%	1068
2020 Q4	$5K	Hold	122	–	–	﹤0.01%	846
2020 Q3	$5K	Buy	+122	New	+$4.83K	﹤0.01%	801

Other funds holding GOVI

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

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

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

RJFSA

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Newbridge Financial Services Group's GOVI Position: Q4 2023 in Review

Newbridge Financial Services Group sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2023, closing a stake of 61 shares — an estimated $1.64K sold.

Newbridge Financial Services Group first reported a position in GOVI in Q3 2020 and held it in 12 quarters. The position peaked at $5K in Q4 2020. 56 funds tracked by Wall St. Rank hold GOVI as of Q4 2023.

Newbridge Financial Services Group reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 61 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2023, an estimated $1.64K.
Newbridge Financial Services Group first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2020 and held it in 12 quarters.
Newbridge Financial Services Group's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $5K in Q4 2020.
56 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2023.

Based on Newbridge Financial Services Group's 13F filing for Q4 2023, filed 28 Mar 2024.