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

Piershale Financial 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 Q2	$5.34K	Hold	183	–	–	﹤0.01%	160
2023 Q1	$5.48K	Sell	183 -50	-21%	-$1.48K	﹤0.01%	159
2022 Q4	$6.69K	Buy	+233	New	+$6.71K	0.01%	146
2020 Q3	–	Sell	-534,501	Closed	-$21M	–	20
2020 Q2	$21M	Buy	+534,501	New	+$21.1M	12.25%	3
2020 Q1	–	Sell	-23,774	Closed	-$820K	–	11
2019 Q4	$820K	Sell	23,774 -2,458	-9%	-$86.1K	0.44%	9
2019 Q3	$933K	Buy	+26,232	New	+$919K	0.53%	7
2015 Q3	–	Sell	-542,879	Closed	-$17.3M	–	146
2015 Q2	$17.3M	Buy	542,879 +45,667	+9%	+$1.49M	12.99%	2
2015 Q1	$16.7M	Buy	+497,212	New	+$16.7M	13.22%	2

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Piershale Financial Group's GOVI Position: Q2 2023 in Review

Piershale Financial Group held its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) position steady in Q2 2023 at 183 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #160.

Piershale Financial Group first reported a position in GOVI in Q1 2015 and has held it in 8 quarters since. The position peaked at $21M in Q2 2020. 38 funds tracked by Wall St. Rank hold GOVI as of Q2 2023.

Piershale Financial Group held 183 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $5.34K as of Q2 2023.
Piershale Financial Group left its Invesco Equal Weight 0-30 Year Treasury ETF share count unchanged in Q2 2023.
Invesco Equal Weight 0-30 Year Treasury ETF made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #160 holding.
Piershale Financial Group first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2015 and has held it in 8 quarters since.
Piershale Financial Group's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $21M in Q2 2020.
38 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.