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

Capital Analysts LLC’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	-7,373	Closed	-$203K	–	1557
2025 Q4	$203K	Sell	7,373 -13	-0.2%	-$362	0.01%	614
2025 Q3	$205K	Buy	7,386 +263	+4%	+$7.21K	0.01%	594
2025 Q2	$196K	Sell	7,123 -207	-3%	-$5.63K	0.01%	550
2025 Q1	$204K	Buy	7,330 +154	+2%	+$4.21K	0.01%	530
2024 Q4	$194K	Sell	7,176 -506	-7%	-$14.1K	0.01%	493
2024 Q3	$223K	Buy	7,682 +773	+11%	+$22.2K	0.01%	447
2024 Q2	$191K	Buy	+6,909	New	+$189K	0.01%	463
2021 Q2	–	Sell	-352	Closed	-$12K	–	998
2021 Q1	$12K	Buy	352 +1	+0.3%	+$37	﹤0.01%	766
2020 Q4	$13K	Buy	351 +1	+0.3%	+$39	﹤0.01%	548
2020 Q3	$14K	Buy	+350	New	+$13.9K	﹤0.01%	549

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

Capital Analysts LLC's GOVI Position: Q1 2026 in Review

Capital Analysts LLC sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2026, closing a stake of 7,373 shares — an estimated $203K sold.

Capital Analysts LLC first reported a position in GOVI in Q3 2020 and held it in 10 quarters. The position peaked at $223K in Q3 2024. 77 funds tracked by Wall St. Rank hold GOVI as of Q1 2026.

Capital Analysts LLC reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2026 after selling out during the quarter.
Capital Analysts LLC sold 7,373 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2026, an estimated $203K.
Capital Analysts LLC first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2020 and held it in 10 quarters.
Capital Analysts LLC's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $223K in Q3 2024.
77 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.