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

Curry Webb Wealth Management’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	$2.84M	Buy	104,509 +61,551	+143%	+$1.67M	1.18%	21
2026 Q1	$1.17M	Sell	42,958 -78,660	-65%	-$2.17M	0.55%	33
2025 Q4	$3.35M	Buy	+121,618	New	+$3.39M	1.66%	19

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

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 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

SIA

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

Curry Webb Wealth Management's GOVI Position: Q2 2026 in Review

Curry Webb Wealth Management increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 143% in Q2 2026, buying an estimated $1.67M and bringing the position to 104,509 shares worth $2.84M. The position accounts for 1.18% of the portfolio, ranked #21.

Curry Webb Wealth Management first reported a position in GOVI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.35M in Q4 2025. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Curry Webb Wealth Management held 104,509 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $2.84M as of Q2 2026.
Curry Webb Wealth Management bought 61,551 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $1.67M.
Invesco Equal Weight 0-30 Year Treasury ETF made up 1.18% of Curry Webb Wealth Management's portfolio in Q2 2026, its #21 holding.
Curry Webb Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Curry Webb Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $3.35M in Q4 2025.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.