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

Optimum Investment 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
2018 Q2	–	Sell	-1,000	Closed	-$32K	–	1072
2018 Q1	$32K	Buy	+1,000	New	+$31.7K	0.01%	607
2015 Q1	$64K	Buy	1,900 +5	+0.3%	+$168	0.02%	460
2014 Q4	$62K	Buy	1,895 +3	+0.2%	+$97	0.02%	454
2014 Q3	$60K	Sell	1,892 -367	-16%	-$11.5K	0.02%	436
2014 Q2	$70K	Buy	+2,259	New	+$69.7K	0.02%	412

Other funds holding GOVI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Optimum Investment Advisors's GOVI Position: Q2 2018 in Review

Optimum Investment Advisors sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2018, closing a stake of 1,000 shares — an estimated $32K sold.

Optimum Investment Advisors first reported a position in GOVI in Q2 2014 and held it in 5 quarters. The position peaked at $70K in Q2 2014. 21 funds tracked by Wall St. Rank hold GOVI as of Q2 2018.

Optimum Investment Advisors reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2018 after selling out during the quarter.
Optimum Investment Advisors sold 1,000 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2018, an estimated $32K.
Optimum Investment Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2014 and held it in 5 quarters.
Optimum Investment Advisors's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $70K in Q2 2014.
21 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2018.

Based on Optimum Investment Advisors's 13F filing for Q2 2018, filed 5 Oct 2018.