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SteelPeak Wealth’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

SteelPeak Wealth’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
2021
Q1 		– Sell
-9,693
Closed -$373K – 387
2020
Q4 		$373K Buy
+9,693
New +$374K 0.03% 238

Other funds holding GOVI

BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SteelPeak Wealth's GOVI Position: Q1 2021 in Review

SteelPeak Wealth sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2021, closing a stake of 9,693 shares — an estimated $373K sold.

SteelPeak Wealth first reported a position in GOVI in Q4 2020 and held it in 1 quarter. The position peaked at $373K in Q4 2020. 45 funds tracked by Wall St. Rank hold GOVI as of Q1 2021.

  • SteelPeak Wealth reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • SteelPeak Wealth sold 9,693 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2021, an estimated $373K.
  • SteelPeak Wealth first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2020 and held it in 1 quarter.
  • SteelPeak Wealth's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $373K in Q4 2020.
  • 45 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2021.

Based on SteelPeak Wealth's 13F filing for Q1 2021, filed 18 May 2021.