Aptus Capital Advisors’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Aptus Capital Advisors’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	$7.09K	Hold	261	–	–	﹤0.01%	1634
2026 Q1	$7.12K	Sell	261 -49	-16%	-$1.35K	﹤0.01%	1527
2025 Q4	$8.54K	Buy	310 +49	+19%	+$1.37K	﹤0.01%	1507
2025 Q3	$7.25K	Hold	261	–	–	﹤0.01%	1460
2025 Q2	$7.17K	Sell	261 -24	-8%	-$653	﹤0.01%	1396
2025 Q1	$7.93K	Hold	285	–	–	﹤0.01%	1298
2024 Q4	$7.7K	Sell	285 -142	-33%	-$3.96K	﹤0.01%	1303
2024 Q3	$12.4K	Hold	427	–	–	﹤0.01%	1077
2024 Q2	$11.8K	Sell	427 -405	-49%	-$11.1K	﹤0.01%	1016
2024 Q1	$23.4K	Hold	832	–	–	﹤0.01%	953
2023 Q4	$24K	Buy	+832	New	+$22.6K	﹤0.01%	731

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Aptus Capital Advisors's GOVI Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) position steady in Q2 2026 at 261 shares worth $7.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Aptus Capital Advisors first reported a position in GOVI in Q4 2023 and has held it in 11 quarters since. The position peaked at $24K in Q4 2023. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Aptus Capital Advisors held 261 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $7.09K as of Q2 2026.
Aptus Capital Advisors left its Invesco Equal Weight 0-30 Year Treasury ETF share count unchanged in Q2 2026.
Invesco Equal Weight 0-30 Year Treasury ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1634 holding.
Aptus Capital Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2023 and has held it in 11 quarters since.
Aptus Capital Advisors's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $24K in Q4 2023.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.