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

Steward 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 Q3	$409K	Buy	+4,423	New	+$124K	0.13%	44

Other funds holding GOVI

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 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 $21.3B AUM 22.13% 1-Year Est. Return

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

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

Steward Financial Group's GOVI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q3 2023: 4,423 shares worth $409K. The stake represents 0.13% of the portfolio and ranks #44 among its holdings.

47 funds tracked by Wall St. Rank hold GOVI as of Q3 2023.

Steward Financial Group held 4,423 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $409K as of Q3 2023.
Invesco Equal Weight 0-30 Year Treasury ETF was a new Steward Financial Group position in Q3 2023.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.13% of Steward Financial Group's portfolio in Q3 2023, its #44 holding.
47 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.