Traverso Chambers Private Wealth Management’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Traverso Chambers Private Wealth Management’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
2019 Q3	–	Sell	-11,188	Closed	-$381K	–	100
2019 Q2	$381K	Buy	+11,188	New	+$370K	0.19%	66
2019 Q1	–	Sell	-11,188	Closed	-$334K	–	100
2018 Q4	$334K	Buy	+11,188	New	+$346K	0.18%	67

Other funds holding GOVI

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Traverso Chambers Private Wealth Management's GOVI Position: Q3 2019 in Review

Traverso Chambers Private Wealth Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q3 2019, closing a stake of 11,188 shares — an estimated $381K sold.

Traverso Chambers Private Wealth Management first reported a position in GOVI in Q4 2018 and held it in 2 quarters. The position peaked at $381K in Q2 2019. 60 funds tracked by Wall St. Rank hold GOVI as of Q3 2019.

Traverso Chambers Private Wealth Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q3 2019 after selling out during the quarter.
Traverso Chambers Private Wealth Management sold 11,188 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q3 2019, an estimated $381K.
Traverso Chambers Private Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2018 and held it in 2 quarters.
Traverso Chambers Private Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $381K in Q2 2019.
60 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q3 2019.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q3 2019, filed 31 Oct 2019.