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

Commonwealth Financial 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	$28.8M	Buy	+1,060,517	New	+$28.8M	3.87%	6
2024 Q1	–	Sell	-8,813	Closed	-$469K	–	186
2023 Q4	$469K	Buy	+8,813	New	+$240K	0.11%	92
2015 Q2	–	Sell	-82,288	Closed	-$2.76M	–	243
2015 Q1	$2.76M	Buy	+82,288	New	+$2.76M	2.43%	9

Other funds holding GOVI

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

SIA

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

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

Commonwealth Financial Services opened a new position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2026: 1,060,517 shares worth $28.8M. The stake represents 3.87% of the portfolio and ranks #6 among its holdings. This is a return to the name: Commonwealth Financial Services previously reported a position in GOVI as recently as Q4 2023.

Commonwealth Financial Services first reported a position in GOVI in Q1 2015 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Commonwealth Financial Services held 1,060,517 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $28.8M as of Q2 2026.
Invesco Equal Weight 0-30 Year Treasury ETF was a new Commonwealth Financial Services position in Q2 2026.
Invesco Equal Weight 0-30 Year Treasury ETF made up 3.87% of Commonwealth Financial Services's portfolio in Q2 2026, its #6 holding.
Commonwealth Financial Services first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2015 and has held it in 3 quarters since.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.