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

Valley Wealth Managers’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 Q1	–	Sell	-258	Closed	-$7.44K	–	337
2023 Q4	$7.44K	Hold	258	–	–	﹤0.01%	278
2023 Q3	$6.92K	Hold	258	–	–	﹤0.01%	299
2023 Q2	$7.53K	Sell	258 -72	-22%	-$2.13K	﹤0.01%	281
2023 Q1	$9.89K	Hold	330	–	–	﹤0.01%	285
2022 Q4	$9.48K	Hold	330	–	–	﹤0.01%	298
2022 Q3	$10K	Hold	330	–	–	﹤0.01%	321
2022 Q2	$10K	Buy	+330	New	+$10.4K	﹤0.01%	328

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

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

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

SIA

Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Valley Wealth Managers's GOVI Position: Q1 2024 in Review

Valley Wealth Managers sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2024, closing a stake of 258 shares — an estimated $7.44K sold.

Valley Wealth Managers first reported a position in GOVI in Q2 2022 and held it in 7 quarters. The position peaked at $10K in Q3 2022. 60 funds tracked by Wall St. Rank hold GOVI as of Q1 2024.

Valley Wealth Managers reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2024 after selling out during the quarter.
Valley Wealth Managers sold 258 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2024, an estimated $7.44K.
Valley Wealth Managers first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2022 and held it in 7 quarters.
Valley Wealth Managers's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $10K in Q3 2022.
60 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2024.

Based on Valley Wealth Managers's 13F filing for Q1 2024, filed 3 May 2024.