Patriot Financial Group Insurance Agency’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-1,445	Closed	-$45K	–	1013
2022 Q2	$45K	Buy	1,445 +522	+57%	+$16.5K	0.01%	765
2022 Q1	$31K	Hold	923	–	–	0.01%	927
2021 Q4	$34K	Hold	923	–	–	0.01%	1010
2021 Q3	$33K	Buy	923 +344	+59%	+$12.7K	0.01%	1015
2021 Q2	$21K	Hold	579	–	–	﹤0.01%	1154
2021 Q1	$20K	Buy	+579	New	+$21.2K	﹤0.01%	1092

Other funds holding GOVI

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Williams Financial North Bennington, Vermont $194M AUM 12.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

FTUS

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

Patriot Financial Group Insurance Agency's GOVI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q3 2022, closing a stake of 1,445 shares — an estimated $45K sold.

Patriot Financial Group Insurance Agency first reported a position in GOVI in Q1 2021 and held it in 6 quarters. The position peaked at $45K in Q2 2022. 41 funds tracked by Wall St. Rank hold GOVI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,445 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q3 2022, an estimated $45K.
Patriot Financial Group Insurance Agency first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $45K in Q2 2022.
41 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.