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Parkside Financial Bank & Trust’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Parkside Financial Bank & Trust’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
-452
Closed -$12.1K – 2106
2023
Q3 		$12.1K Buy
+452
New +$12.7K ﹤0.01% 1049

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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

Parkside Financial Bank & Trust's GOVI Position: Q4 2023 in Review

Parkside Financial Bank & Trust sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2023, closing a stake of 452 shares — an estimated $12.1K sold.

Parkside Financial Bank & Trust first reported a position in GOVI in Q3 2023 and held it in 1 quarter. The position peaked at $12.1K in Q3 2023. 56 funds tracked by Wall St. Rank hold GOVI as of Q4 2023.

  • Parkside Financial Bank & Trust reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 452 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2023, an estimated $12.1K.
  • Parkside Financial Bank & Trust first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2023 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $12.1K in Q3 2023.
  • 56 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2023, filed 1 Feb 2024.