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Cassaday & Co Wealth Management’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Cassaday & Co Wealth Management’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
Q1 		– Sell
-11,000
Closed -$525K – 327
2024
Q4 		$525K Buy
+11,000
New +$307K 0.01% 190

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Cassaday & Co Wealth Management's GOVI Position: Q1 2025 in Review

Cassaday & Co Wealth Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2025, closing a stake of 11,000 shares — an estimated $525K sold.

Cassaday & Co Wealth Management first reported a position in GOVI in Q4 2024 and held it in 1 quarter. The position peaked at $525K in Q4 2024. 82 funds tracked by Wall St. Rank hold GOVI as of Q1 2025.

  • Cassaday & Co Wealth Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 11,000 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2025, an estimated $525K.
  • Cassaday & Co Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $525K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2025.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.