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

Atria Wealth Solutions’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
2025
Q2 		$871K Buy
31,721
+6,973
+28% +$190K 0.02% 696
2025
Q1 		$688K Buy
24,748
+339
+1% +$9.28K 0.01% 1040
2024
Q4 		$660K Sell
24,409
-10,016
-29% -$279K 0.01% 1113
2024
Q3 		$1M Sell
34,425
-13,696
-28% -$393K 0.01% 917
2024
Q2 		$1.33M Sell
48,121
-4,967
-9% -$136K 0.01% 778
2024
Q1 		$1.49M Buy
53,088
+32,886
+163% +$924K 0.02% 740
2023
Q4 		$582K Buy
20,202
+3,895
+24% +$106K 0.01% 1132
2023
Q3 		$437K Buy
16,307
+1,065
+7% +$29.9K 0.01% 1193
2023
Q2 		$445K Buy
15,242
+655
+4% +$19.4K 0.01% 1214
2023
Q1 		$437K Buy
14,587
+3,067
+27% +$90.6K 0.01% 1205
2022
Q4 		$331K Buy
11,520
+27
+0.2% +$778 0.01% 1305
2022
Q3 		$332K Buy
11,493
+4,896
+74% +$151K 0.01% 1241
2022
Q2 		$206K Buy
+6,597
New +$208K ﹤0.01% 1442

Other funds holding GOVI

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $497M AUM 18.55% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

Atria Wealth Solutions's GOVI Position: Q2 2025 in Review

Atria Wealth Solutions increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 28% in Q2 2025, buying an estimated $190K and bringing the position to 31,721 shares worth $871K. The position accounts for 0.02% of the portfolio, ranked #696.

Atria Wealth Solutions first reported a position in GOVI in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.49M in Q1 2024. 86 funds tracked by Wall St. Rank hold GOVI as of Q2 2025.

  • Atria Wealth Solutions held 31,721 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $871K as of Q2 2025.
  • Atria Wealth Solutions bought 6,973 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2025, an estimated $190K.
  • Invesco Equal Weight 0-30 Year Treasury ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #696 holding.
  • Atria Wealth Solutions first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $1.49M in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.