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

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Wilian Securities Vadnais Heights, Minnesota $169M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return