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AE Wealth Management’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

AE Wealth Management’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
2026
Q2 		$62.6K Sell
2,304
-86
-4% -$2.33K ﹤0.01% 2047
2026
Q1 		$65.2K Sell
2,390
-93
-4% -$2.57K ﹤0.01% 1904
2025
Q4 		$68.4K Buy
2,483
+2,160
+669% +$60.2K ﹤0.01% 1785
2025
Q3 		$8.97K Buy
323
+198
+158% +$5.43K ﹤0.01% 2011
2025
Q2 		$3.43K Sell
125
-521
-81% -$14.2K ﹤0.01% 1998
2025
Q1 		$18K Sell
646
-2,665
-80% -$72.9K ﹤0.01% 1767
2024
Q4 		$89.5K Buy
+3,311
New +$92.3K ﹤0.01% 1457
2020
Q4 		– Sell
-38,530
Closed -$1.51M – 1382
2020
Q3 		$1.51M Buy
+38,530
New +$1.53M 0.02% 510

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $497M AUM 18.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

AE Wealth Management's GOVI Position: Q2 2026 in Review

AE Wealth Management reduced its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 3.6% in Q2 2026, selling an estimated $2.33K and leaving 2,304 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

AE Wealth Management first reported a position in GOVI in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.51M in Q3 2020. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

  • AE Wealth Management held 2,304 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $62.6K as of Q2 2026.
  • AE Wealth Management sold 86 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $2.33K.
  • Invesco Equal Weight 0-30 Year Treasury ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2047 holding.
  • AE Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2020 and has held it in 8 quarters since.
  • AE Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $1.51M in Q3 2020.
  • 89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.