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Stifel Financial’s
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
Stock Holding History
Stifel Financial’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
Q4
–
Sell
-438,519
Closed
-$12.8M
–
3428
2024
Q3
$12.8M
Buy
+438,519
New
+$12.6M
0.01%
774
2016
Q4
–
Sell
-14,844
Closed
-$515K
–
2505
2016
Q3
$515K
Buy
14,844
+6,141
+71%
+$215K
﹤0.01%
1716
2016
Q2
$306K
Sell
8,703
-2,013
-19%
-$68.6K
﹤0.01%
2031
2016
Q1
$363K
Buy
+10,716
New
+$358K
﹤0.01%
1740
Other funds holding GOVI
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
DAS
Dynamic Advisor Solutions
Phoenix, Arizona
$3.51B AUM
22.61%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
SA
Stewardship Advisors
Mount Joy, Pennsylvania
$435M AUM
13.65%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
SIA
Spectrum Investment Advisors
Mequon, Wisconsin
$201M AUM
15.42%
1-Year Est. Return
SA
Scarborough Advisors
Annapolis, Maryland
$914M AUM
17.4%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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