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

Alteri Wealth’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
Q1 		– Sell
-22,445
Closed -$618K – 296
2025
Q4 		$618K Sell
22,445
-2,885
-11% -$80.4K 0.2% 123
2025
Q3 		$703K Buy
25,330
+2,678
+12% +$73.4K 0.24% 100
2025
Q2 		$622K Buy
22,652
+4,116
+22% +$112K 0.24% 106
2025
Q1 		$516K Buy
18,536
+10,918
+143% +$299K 0.23% 112
2024
Q4 		$206K Buy
+7,618
New +$212K 0.06% 237

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

Alteri Wealth's GOVI Position: Q1 2026 in Review

Alteri Wealth sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2026, closing a stake of 22,445 shares — an estimated $618K sold.

Alteri Wealth first reported a position in GOVI in Q4 2024 and held it in 5 quarters. The position peaked at $703K in Q3 2025. 77 funds tracked by Wall St. Rank hold GOVI as of Q1 2026.

  • Alteri Wealth reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Alteri Wealth sold 22,445 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2026, an estimated $618K.
  • Alteri Wealth first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2024 and held it in 5 quarters.
  • Alteri Wealth's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $703K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.