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

Axim Planning & 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	$201K	Buy	+7,416	New	+$201K	0.28%	90
2025 Q4	–	Sell	-8,273	Closed	-$230K	–	84
2025 Q3	$230K	Sell	8,273 -1,734	-17%	-$47.5K	0.18%	72
2025 Q2	$275K	Buy	+10,007	New	+$272K	0.25%	40

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

Axim Planning & Wealth's GOVI Position: Q2 2026 in Review

Axim Planning & Wealth opened a new position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2026: 7,416 shares worth $201K. The stake represents 0.28% of the portfolio and ranks #90 among its holdings. This is a return to the name: Axim Planning & Wealth previously reported a position in GOVI as recently as Q3 2025.

Axim Planning & Wealth first reported a position in GOVI in Q2 2025 and has held it in 3 quarters since. The position peaked at $275K in Q2 2025. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Axim Planning & Wealth held 7,416 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $201K as of Q2 2026.
Invesco Equal Weight 0-30 Year Treasury ETF was a new Axim Planning & Wealth position in Q2 2026.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.28% of Axim Planning & Wealth's portfolio in Q2 2026, its #90 holding.
Axim Planning & Wealth first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2025 and has held it in 3 quarters since.
Axim Planning & Wealth's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $275K in Q2 2025.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.