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

Winthrop Advisory Group’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
2021 Q1	–	Sell	-13,472	Closed	-$518K	–	135
2020 Q4	$518K	Sell	13,472 -7,620	-36%	-$294K	0.14%	60
2020 Q3	$826K	Buy	+21,092	New	+$835K	0.25%	41

Other funds holding GOVI

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winthrop Advisory Group's GOVI Position: Q1 2021 in Review

Winthrop Advisory Group sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2021, closing a stake of 13,472 shares — an estimated $518K sold.

Winthrop Advisory Group first reported a position in GOVI in Q3 2020 and held it in 2 quarters. The position peaked at $826K in Q3 2020. 45 funds tracked by Wall St. Rank hold GOVI as of Q1 2021.

Winthrop Advisory Group reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2021 after selling out during the quarter.
Winthrop Advisory Group sold 13,472 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2021, an estimated $518K.
Winthrop Advisory Group first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2020 and held it in 2 quarters.
Winthrop Advisory Group's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $826K in Q3 2020.
45 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2021.

Based on Winthrop Advisory Group's 13F filing for Q1 2021, filed 23 Apr 2021.