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Visionary Wealth Advisors’s Invesco Short Term Treasury ETF TBLL Stock Holding History

Visionary Wealth Advisors’s Portfolio TBLL Stock Details TBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,363
Closed -$249K – 443
2022
Q3 		$249K Buy
2,363
+375
+19% +$39.6K 0.03% 331
2022
Q2 		$210K Buy
+1,988
New +$210K 0.02% 389

Other funds holding TBLL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Visionary Wealth Advisors's TBLL Position: Q4 2022 in Review

Visionary Wealth Advisors sold out of Invesco Short Term Treasury ETF (TBLL) in Q4 2022, closing a stake of 2,363 shares — an estimated $249K sold.

Visionary Wealth Advisors first reported a position in TBLL in Q2 2022 and held it in 2 quarters. The position peaked at $249K in Q3 2022. 72 funds tracked by Wall St. Rank hold TBLL as of Q4 2022.

  • Visionary Wealth Advisors reported no remaining Invesco Short Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Visionary Wealth Advisors sold 2,363 Invesco Short Term Treasury ETF shares in Q4 2022, an estimated $249K.
  • Visionary Wealth Advisors first reported a position in Invesco Short Term Treasury ETF in Q2 2022 and held it in 2 quarters.
  • Visionary Wealth Advisors's Invesco Short Term Treasury ETF position peaked at $249K in Q3 2022.
  • 72 funds tracked by Wall St. Rank held Invesco Short Term Treasury ETF as of Q4 2022.

Based on Visionary Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.