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

Coldstream Capital 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
Q2 		– Sell
-780
Closed -$21.7K – 2004
2025
Q1 		$21.7K Buy
+780
New +$21.3K ﹤0.01% 2076

Other funds holding GOVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

Coldstream Capital Management's GOVI Position: Q2 2025 in Review

Coldstream Capital Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2025, closing a stake of 780 shares — an estimated $21.7K sold.

Coldstream Capital Management first reported a position in GOVI in Q1 2025 and held it in 1 quarter. The position peaked at $21.7K in Q1 2025. 86 funds tracked by Wall St. Rank hold GOVI as of Q2 2025.

  • Coldstream Capital Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 780 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2025, an estimated $21.7K.
  • Coldstream Capital Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $21.7K in Q1 2025.
  • 86 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.