Carson Wealth (CWM LLC)
GOVI icon

Carson Wealth (CWM LLC)’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Carson Wealth (CWM 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 		$17.3K Hold
634
– – ﹤0.01% 4508
2025
Q4 		$17K Buy
634
+43
+7% +$1.2K ﹤0.01% 4259
2025
Q3 		$16K Hold
591
– – ﹤0.01% 4243
2025
Q2 		$16K Hold
591
– – ﹤0.01% 4036
2025
Q1 		$16K Hold
591
– – ﹤0.01% 3829
2024
Q4 		$16K Hold
591
– – ﹤0.01% 3583
2024
Q3 		$17K Sell
591
-600
-50% -$17.2K ﹤0.01% 3457
2024
Q2 		$33K Hold
1,191
– – ﹤0.01% 2767
2024
Q1 		$33K Hold
1,191
– – ﹤0.01% 2574
2023
Q4 		$34K Sell
1,191
-1,406
-54% -$38.2K ﹤0.01% 2413
2023
Q3 		$70K Buy
2,597
+1,225
+89% +$34.4K ﹤0.01% 1862
2023
Q2 		$40K Sell
1,372
-3,554
-72% -$105K ﹤0.01% 2132
2023
Q1 		$148K Buy
4,926
+4,714
+2,224% +$139K ﹤0.01% 1323
2022
Q4 		$6K Buy
+212
New +$6.11K ﹤0.01% 3075
2022
Q3 		– Sell
-857
Closed -$27K – 4020
2022
Q2 		$27K Buy
+857
New +$27.1K ﹤0.01% 1943
2021
Q2 		$21K Hold
576
– – ﹤0.01% 1773
2021
Q1 		$21K Hold
576
– – ﹤0.01% 1773
2020
Q4 		$21K Hold
576
– – ﹤0.01% 1773
2020
Q3 		$21K Hold
576
– – ﹤0.01% 1773
2020
Q2 		$21K Hold
576
– – ﹤0.01% 1773
2020
Q1 		$21K Hold
576
– – ﹤0.01% 1773
2019
Q4 		$21K Hold
576
– – ﹤0.01% 1773
2019
Q3 		$21K Hold
576
– – ﹤0.01% 1773
2019
Q2 		$21K Hold
576
– – ﹤0.01% 1773
2019
Q1 		$21K Buy
+576
New +$18.5K ﹤0.01% 1773

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $497M AUM 18.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GOVI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) position steady in Q1 2026 at 634 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4508.

Carson Wealth (CWM LLC) first reported a position in GOVI in Q1 2019 and has held it in 25 quarters since. The position peaked at $148K in Q1 2023. 77 funds tracked by Wall St. Rank hold GOVI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 634 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $17.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco Equal Weight 0-30 Year Treasury ETF share count unchanged in Q1 2026.
  • Invesco Equal Weight 0-30 Year Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4508 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $148K in Q1 2023.
  • 77 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.