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Concord Wealth Partners’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Concord Wealth Partners’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 		$61K Buy
+2,248
New +$60.9K 0.01% 340
2026
Q1 		– Sell
-2,942
Closed -$81.1K – 431
2025
Q4 		$81.1K Buy
2,942
+1
+0% +$28 0.01% 277
2025
Q3 		$81.7K Sell
2,941
-2,313
-44% -$63.4K 0.01% 278
2025
Q2 		$144K Sell
5,254
-188
-3% -$5.12K 0.02% 235
2025
Q1 		$151K Sell
5,442
-1,502
-22% -$41.1K 0.02% 210
2024
Q4 		$188K Buy
6,944
+459
+7% +$12.8K 0.03% 201
2024
Q3 		$189K Buy
6,485
+2,397
+59% +$68.7K 0.03% 208
2024
Q2 		$113K Sell
4,088
-34
-0.8% -$932 0.02% 233
2024
Q1 		$116K Buy
4,122
+3,843
+1,377% +$108K 0.02% 258
2023
Q4 		$8.03K Sell
279
-856
-75% -$23.3K ﹤0.01% 588
2023
Q3 		$30.4K Sell
1,135
-8,865
-89% -$249K 0.01% 445
2023
Q2 		$292K Buy
10,000
+658
+7% +$19.5K 0.06% 155
2023
Q1 		$280K Sell
9,342
-5,998
-39% -$177K 0.08% 119
2022
Q4 		$441K Sell
15,340
-37,698
-71% -$1.09M 0.13% 95
2022
Q3 		$1.53M Buy
53,038
+2,596
+5% +$80.1K 0.49% 36
2022
Q2 		$1.57M Sell
50,442
-2,187
-4% -$69.1K 0.43% 36
2022
Q1 		$1.78M Buy
52,629
+51,557
+4,809% +$1.8M 0.46% 31
2021
Q4 		$39K Buy
+1,072
New +$39.2K 0.01% 496

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
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

Concord Wealth Partners's GOVI Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2026: 2,248 shares worth $61K. The stake represents 0.01% of the portfolio and ranks #340 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in GOVI as recently as Q4 2025.

Concord Wealth Partners first reported a position in GOVI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.78M in Q1 2022. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

  • Concord Wealth Partners held 2,248 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $61K as of Q2 2026.
  • Invesco Equal Weight 0-30 Year Treasury ETF was a new Concord Wealth Partners position in Q2 2026.
  • Invesco Equal Weight 0-30 Year Treasury ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #340 holding.
  • Concord Wealth Partners first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2021 and has held it in 18 quarters since.
  • Concord Wealth Partners's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $1.78M in Q1 2022.
  • 89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.