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Vantage Financial Partners (Wisconsin)’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Vantage Financial Partners (Wisconsin)’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
-24,826
Closed -$722K – 192
2024
Q3 		$722K Buy
+24,826
New +$712K 0.18% 80

Other funds holding GOVI

Invesco
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Osaic Holdings
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
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

Vantage Financial Partners (Wisconsin)'s GOVI Position: Q4 2024 in Review

Vantage Financial Partners (Wisconsin) sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2024, closing a stake of 24,826 shares — an estimated $722K sold.

Vantage Financial Partners (Wisconsin) first reported a position in GOVI in Q3 2024 and held it in 1 quarter. The position peaked at $722K in Q3 2024. 82 funds tracked by Wall St. Rank hold GOVI as of Q4 2024.

  • Vantage Financial Partners (Wisconsin) reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 24,826 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2024, an estimated $722K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $722K in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2024.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2024, filed 6 Feb 2025.