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

Northwest 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
2019 Q2	–	Sell	-130	Closed	-$4K	–	268
2019 Q1	$4K	Hold	130	–	–	﹤0.01%	427
2018 Q4	$4K	Hold	130	–	–	﹤0.01%	409
2018 Q3	$4K	Hold	130	–	–	﹤0.01%	441
2018 Q2	$4K	Hold	130	–	–	﹤0.01%	433
2018 Q1	$4K	Buy	+130	New	+$4.13K	﹤0.01%	443

Other funds holding GOVI

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

CWSR

Chessman Wealth Strategies RIA Dallas, Texas $211K AUM 15.56% 1-Year Est. Return

Northwest Wealth Management's GOVI Position: Q2 2019 in Review

Northwest Wealth Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2019, closing a stake of 130 shares — an estimated $4K sold.

Northwest Wealth Management first reported a position in GOVI in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2019. 38 funds tracked by Wall St. Rank hold GOVI as of Q2 2019.

Northwest Wealth Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 130 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2019, an estimated $4K.
Northwest Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $4K in Q1 2019.
38 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.