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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

Axim Planning & Wealth's GOVI Position: Q4 2025 in Review

Axim Planning & Wealth sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2025, closing a stake of 8,273 shares — an estimated $230K sold.

Axim Planning & Wealth first reported a position in GOVI in Q2 2025 and held it in 2 quarters. The position peaked at $275K in Q2 2025. 84 funds tracked by Wall St. Rank hold GOVI as of Q4 2025.

  • Axim Planning & Wealth reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 8,273 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2025, an estimated $230K.
  • Axim Planning & Wealth first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2025 and held it in 2 quarters.
  • Axim Planning & Wealth's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $275K in Q2 2025.
  • 84 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2025.

Based on Axim Planning & Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.