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Winch Advisory Services’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Winch Advisory Services’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
2015
Q2 		– Sell
-255
Closed -$7K – 310
2015
Q1 		$7K Buy
+255
New +$8.55K ﹤0.01% 178

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Winch Advisory Services's GOVI Position: Q2 2015 in Review

Winch Advisory Services sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2015, closing a stake of 255 shares — an estimated $7K sold.

Winch Advisory Services first reported a position in GOVI in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 39 funds tracked by Wall St. Rank hold GOVI as of Q2 2015.

  • Winch Advisory Services reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2015 after selling out during the quarter.
  • Winch Advisory Services sold 255 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2015, an estimated $7K.
  • Winch Advisory Services first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2015 and held it in 1 quarter.
  • Winch Advisory Services's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $7K in Q1 2015.
  • 39 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.