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 Q2	$479K	Buy	+17,640	New	+$478K	0.13%	175
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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

SIA

Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

Alteri Wealth's GOVI Position: Q2 2026 in Review

Alteri Wealth opened a new position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2026: 17,640 shares worth $479K. The stake represents 0.13% of the portfolio and ranks #175 among its holdings. This is a return to the name: Alteri Wealth previously reported a position in GOVI as recently as Q4 2025.

Alteri Wealth first reported a position in GOVI in Q4 2024 and has held it in 6 quarters since. The position peaked at $703K in Q3 2025. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Alteri Wealth held 17,640 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $479K as of Q2 2026.
Invesco Equal Weight 0-30 Year Treasury ETF was a new Alteri Wealth position in Q2 2026.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.13% of Alteri Wealth's portfolio in Q2 2026, its #175 holding.
Alteri Wealth first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Alteri Wealth's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $703K in Q3 2025.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.