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

CreativeOne Wealth’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 Q1	$273K	Hold	10,000	–	–	0.01%	1010
2025 Q4	$276K	Hold	10,000	–	–	0.01%	987
2025 Q3	$278K	Buy	+10,000	New	+$274K	0.01%	982

Other funds holding GOVI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PBF

Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SIA

Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

CreativeOne Wealth's GOVI Position: Q1 2026 in Review

CreativeOne Wealth held its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) position steady in Q1 2026 at 10,000 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #1010.

CreativeOne Wealth first reported a position in GOVI in Q3 2025 and has held it in 3 quarters since. The position peaked at $278K in Q3 2025. 77 funds tracked by Wall St. Rank hold GOVI as of Q1 2026.

CreativeOne Wealth held 10,000 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $273K as of Q1 2026.
CreativeOne Wealth left its Invesco Equal Weight 0-30 Year Treasury ETF share count unchanged in Q1 2026.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1010 holding.
CreativeOne Wealth first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2025 and has held it in 3 quarters since.
CreativeOne Wealth's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $278K in Q3 2025.
77 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.