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

Pinnacle Family 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
2022 Q2	–	Sell	-10,652	Closed	-$360K	–	97
2022 Q1	$360K	Buy	+10,652	New	+$372K	0.19%	84
2020 Q4	–	Sell	-13,649	Closed	-$536K	–	132
2020 Q3	$536K	Buy	13,649 +2,867	+27%	+$114K	0.36%	42
2020 Q2	$424K	Buy	+10,782	New	+$425K	0.37%	44
2020 Q1	–	Sell	-22,355	Closed	-$772K	–	77
2019 Q4	$772K	Sell	22,355 -1,400	-6%	-$49K	0.7%	35
2019 Q3	$845K	Buy	+23,755	New	+$832K	0.75%	33

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

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 $377B AUM 19.32% 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

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

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

FTUS

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

Pinnacle Family Advisors's GOVI Position: Q2 2022 in Review

Pinnacle Family Advisors sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2022, closing a stake of 10,652 shares — an estimated $360K sold.

Pinnacle Family Advisors first reported a position in GOVI in Q3 2019 and held it in 5 quarters. The position peaked at $845K in Q3 2019. 40 funds tracked by Wall St. Rank hold GOVI as of Q2 2022.

Pinnacle Family Advisors reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2022 after selling out during the quarter.
Pinnacle Family Advisors sold 10,652 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2022, an estimated $360K.
Pinnacle Family Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2019 and held it in 5 quarters.
Pinnacle Family Advisors's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $845K in Q3 2019.
40 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2022.

Based on Pinnacle Family Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.