Williams Financial’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Williams Financial’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
2022 Q4	–	Sell	-81,620	Closed	-$2.36M	–	28
2022 Q3	$2.36M	Buy	+81,620	New	+$2.52M	2%	14

Other funds holding GOVI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Williams Financial's GOVI Position: Q4 2022 in Review

Williams Financial sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2022, closing a stake of 81,620 shares — an estimated $2.36M sold.

Williams Financial first reported a position in GOVI in Q3 2022 and held it in 1 quarter. The position peaked at $2.36M in Q3 2022. 40 funds tracked by Wall St. Rank hold GOVI as of Q4 2022.

Williams Financial reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2022 after selling out during the quarter.
Williams Financial sold 81,620 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2022, an estimated $2.36M.
Williams Financial first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2022 and held it in 1 quarter.
Williams Financial's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $2.36M in Q3 2022.
40 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2022.

Based on Williams Financial's 13F filing for Q4 2022, filed 17 Jan 2023.