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

Spotlight Asset 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
2020
Q4 		– Sell
-18,095
Closed -$711K – 146
2020
Q3 		$711K Sell
18,095
-274
-1% -$10.8K 0.28% 61
2020
Q2 		$723K Buy
+18,369
New +$724K 0.3% 50

Other funds holding GOVI

Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Spotlight Asset Group's GOVI Position: Q4 2020 in Review

Spotlight Asset Group sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2020, closing a stake of 18,095 shares — an estimated $711K sold.

Spotlight Asset Group first reported a position in GOVI in Q2 2020 and held it in 2 quarters. The position peaked at $723K in Q2 2020. 49 funds tracked by Wall St. Rank hold GOVI as of Q4 2020.

  • Spotlight Asset Group reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2020 after selling out during the quarter.
  • Spotlight Asset Group sold 18,095 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2020, an estimated $711K.
  • Spotlight Asset Group first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2020 and held it in 2 quarters.
  • Spotlight Asset Group's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $723K in Q2 2020.
  • 49 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2020.

Based on Spotlight Asset Group's 13F filing for Q4 2020, filed 8 Feb 2021.