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 Q3	$18M	Sell	713,169 -347,348	-33%	-$9.16M	3.22%	8
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

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Curry Webb Wealth Management Indianapolis, Indiana $241M AUM 14.92% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return

Commonwealth Financial Services's GOVI Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 33% in Q3 2026, selling an estimated $9.16M and leaving 713,169 shares worth $18M. The position accounts for 3.22% of the portfolio, ranked #8.

Commonwealth Financial Services first reported a position in GOVI in Q1 2015 and has held it in 4 quarters since. The position peaked at $28.8M in Q2 2026. 20 funds tracked by Wall St. Rank hold GOVI as of Q3 2026.

Commonwealth Financial Services held 713,169 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $18M as of Q3 2026.
Commonwealth Financial Services sold 347,348 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q3 2026, an estimated $9.16M.
Invesco Equal Weight 0-30 Year Treasury ETF made up 3.22% of Commonwealth Financial Services's portfolio in Q3 2026, its #8 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 4 quarters since.
Commonwealth Financial Services's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $28.8M in Q2 2026.
20 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.