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WealthSource Partners’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

WealthSource Partners’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
Q4 		– Sell
-12,244
Closed -$436K – 431
2019
Q3 		$436K Buy
+12,244
New +$429K 0.07% 263

Other funds holding GOVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthSource Partners's GOVI Position: Q4 2019 in Review

WealthSource Partners sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2019, closing a stake of 12,244 shares — an estimated $436K sold.

WealthSource Partners first reported a position in GOVI in Q3 2019 and held it in 1 quarter. The position peaked at $436K in Q3 2019. 59 funds tracked by Wall St. Rank hold GOVI as of Q4 2019.

  • WealthSource Partners reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2019 after selling out during the quarter.
  • WealthSource Partners sold 12,244 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2019, an estimated $436K.
  • WealthSource Partners first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2019 and held it in 1 quarter.
  • WealthSource Partners's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $436K in Q3 2019.
  • 59 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.