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

Arete Wealth 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 Q1	–	Sell	-44,801	Closed	-$1.23M	–	480
2025 Q4	$1.23M	Sell	44,801 -4,566	-9%	-$127K	0.08%	252
2025 Q3	$1.37M	Buy	49,367 +3,517	+8%	+$96.4K	0.09%	218
2025 Q2	$1.26M	Buy	45,850 +110	+0.2%	+$2.99K	0.09%	223
2025 Q1	$1.27M	Sell	45,740 -13,035	-22%	-$357K	0.1%	215
2024 Q4	$1.59M	Buy	58,775 +12,259	+26%	+$342K	0.11%	182
2024 Q3	$1.35M	Sell	46,516 -19,391	-29%	-$556K	0.12%	174
2024 Q2	$1.82M	Buy	65,907 +6,868	+12%	+$188K	0.15%	139
2024 Q1	$1.66M	Buy	59,039 +8,394	+17%	+$236K	0.15%	151
2023 Q4	$1.46M	Buy	+50,645	New	+$1.38M	0.11%	182
2023 Q3	–	Sell	-49,498	Closed	-$1.44M	–	589
2023 Q2	$1.44M	Buy	+49,498	New	+$1.46M	0.13%	164

Other funds holding GOVI

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return

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

Arete Wealth Advisors's GOVI Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2026, closing a stake of 44,801 shares — an estimated $1.23M sold.

Arete Wealth Advisors first reported a position in GOVI in Q2 2023 and held it in 10 quarters. The position peaked at $1.82M in Q2 2024. 77 funds tracked by Wall St. Rank hold GOVI as of Q1 2026.

Arete Wealth Advisors reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2026 after selling out during the quarter.
Arete Wealth Advisors sold 44,801 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2026, an estimated $1.23M.
Arete Wealth Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2023 and held it in 10 quarters.
Arete Wealth Advisors's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $1.82M in Q2 2024.
77 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.