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

Security Financial Services’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
2024
Q3 		– Sell
-11,257
Closed -$311K – 169
2024
Q2 		$311K Sell
11,257
-1,423
-11% -$39K 0.07% 126
2024
Q1 		$356K Sell
12,680
-1,627
-11% -$45.7K 0.08% 127
2023
Q4 		$412K Sell
14,307
-1,848
-11% -$50.3K 0.1% 109
2023
Q3 		$433K Buy
16,155
+6,306
+64% +$177K 0.12% 107
2023
Q2 		$287K Buy
+9,849
New +$291K 0.08% 123

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return