Commonwealth Equity Services’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Commonwealth Equity Services’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 Q2	$14M	Buy	514,768 +14,333	+3%	+$389K	0.02%	771
2026 Q1	$13.7M	Buy	500,435 +190,031	+61%	+$5.25M	0.02%	725
2025 Q4	$8.55M	Sell	310,404 -437,564	-59%	-$12.2M	0.01%	982
2025 Q3	$20.8M	Buy	747,968 +23,773	+3%	+$652K	0.03%	562
2025 Q2	$19.9M	Buy	724,195 +7,207	+1%	+$196K	0.03%	585
2025 Q1	$19.9M	Buy	716,988 +231,960	+48%	+$6.35M	0.03%	562
2024 Q4	$13.1M	Buy	485,028 +2,772	+0.6%	+$77.2K	0.02%	700
2024 Q3	$14M	Buy	482,256 +160,950	+50%	+$4.62M	0.02%	668
2024 Q2	$8.87M	Sell	321,306 -3,502	-1%	-$96K	0.01%	859
2024 Q1	$9.12M	Buy	324,808 +239,189	+279%	+$6.72M	0.02%	832
2023 Q4	$2.47M	Buy	85,619 +33,866	+65%	+$921K	﹤0.01%	1546
2023 Q3	$1.39M	Buy	51,753 +9,968	+24%	+$280K	﹤0.01%	1849
2023 Q2	$1.22M	Buy	41,785 +17,223	+70%	+$509K	﹤0.01%	1953
2023 Q1	$735	Buy	24,562 +7,940	+48%	+$234K	﹤0.01%	2256
2022 Q4	$477K	Buy	16,622 +488	+3%	+$14.1K	﹤0.01%	2511
2022 Q3	$466K	Buy	16,134 +8,163	+102%	+$252K	﹤0.01%	2458
2022 Q2	$248K	Sell	7,971 -230	-3%	-$7.26K	﹤0.01%	3003
2022 Q1	$276K	Sell	8,201 -104	-1%	-$3.63K	﹤0.01%	3042
2021 Q4	$303K	Buy	8,305 +6	+0.1%	+$219	﹤0.01%	2962
2021 Q3	$301K	Buy	8,299 +6	+0.1%	+$222	﹤0.01%	2928
2021 Q2	$301K	Sell	8,293 -857	-9%	-$30.6K	﹤0.01%	2902
2021 Q1	$321K	Sell	9,150 -424	-4%	-$15.5K	﹤0.01%	2700
2020 Q4	$367K	Buy	9,574 +1,034	+12%	+$39.9K	﹤0.01%	2390
2020 Q3	$335K	Buy	8,540 +3	+0%	+$119	﹤0.01%	2268
2020 Q2	$336K	Buy	8,537 +231	+3%	+$9.11K	﹤0.01%	2191
2020 Q1	$326K	Sell	8,306 -113,660	-93%	-$4.17M	﹤0.01%	2005
2019 Q4	$4.21M	Buy	121,966 +113,507	+1,342%	+$3.98M	0.02%	681
2019 Q3	$300K	Buy	8,459 +330	+4%	+$11.6K	﹤0.01%	2239
2019 Q2	$276K	Sell	8,129 -576	-7%	-$19K	﹤0.01%	2256
2019 Q1	$285K	Buy	8,705 +147	+2%	+$4.71K	﹤0.01%	2194
2018 Q4	$273K	Sell	8,558 -92	-1%	-$2.85K	﹤0.01%	2093
2018 Q3	$268K	Sell	8,650 -618	-7%	-$19.5K	﹤0.01%	2267
2018 Q2	$294K	Sell	9,268 -653	-7%	-$20.5K	﹤0.01%	2141
2018 Q1	$316K	Sell	9,921 -1,321	-12%	-$41.9K	﹤0.01%	2025
2017 Q4	$369K	Buy	11,242 +250	+2%	+$8.18K	﹤0.01%	1903
2017 Q3	$359K	Buy	10,992 +2,024	+23%	+$66.5K	﹤0.01%	1845
2017 Q2	$293K	Buy	8,968 +175	+2%	+$5.71K	﹤0.01%	1924
2017 Q1	$283K	Buy	+8,793	New	+$281K	﹤0.01%	1895
2016 Q4	–	Sell	-7,409	Closed	-$257K	–	2340
2016 Q3	$257K	Buy	7,409 +1,463	+25%	+$51.2K	﹤0.01%	1820
2016 Q2	$209K	Hold	5,946	–	–	﹤0.01%	1919
2016 Q1	$202K	Buy	+5,946	New	+$199K	﹤0.01%	1904
2015 Q4	–	Sell	-6,767	Closed	-$222K	–	2213
2015 Q3	$222K	Sell	6,767 -117,421	-95%	-$3.8M	﹤0.01%	1761
2015 Q2	$3.95M	Buy	124,188 +13,491	+12%	+$439K	0.04%	395
2015 Q1	$3.71M	Buy	+110,697	New	+$3.71M	0.04%	415

Other funds holding GOVI

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PBF

Petix & Botte Financial La Mesa, California $497M AUM 18.55% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

SIA

Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

ATS

Ashton Thomas Securities Rochester, New York $677M AUM 22.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services's GOVI Position: Q2 2026 in Review

Commonwealth Equity Services increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 2.9% in Q2 2026, buying an estimated $389K and bringing the position to 514,768 shares worth $14M. The position accounts for 0.02% of the portfolio, ranked #771.

Commonwealth Equity Services first reported a position in GOVI in Q1 2015 and has held it in 44 quarters since. The position peaked at $20.8M in Q3 2025. 44 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Commonwealth Equity Services held 514,768 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $14M as of Q2 2026.
Commonwealth Equity Services bought 14,333 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $389K.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #771 holding.
Commonwealth Equity Services first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2015 and has held it in 44 quarters since.
Commonwealth Equity Services's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $20.8M in Q3 2025.
44 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.