Econ Financial Services
GOVI icon

Econ Financial Services’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Econ 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 		– Sell
-11,274
Closed -$306K – 98
2026
Q2 		$306K Sell
11,274
-214,776
-95% -$5.82M 0.14% 68
2026
Q1 		$6.17M Buy
+226,050
New +$6.24M 2.86% 6

Other funds holding GOVI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $499M AUM 12.04% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Spectrum Investment Advisors
Spectrum Investment Advisors Mequon, Wisconsin $241M AUM 9.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Ashton Thomas Securities
Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return

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

Econ Financial Services sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q3 2026, closing a stake of 11,274 shares — an estimated $306K sold.

Econ Financial Services first reported a position in GOVI in Q1 2026 and held it in 2 quarters. The position peaked at $6.17M in Q1 2026. 53 funds tracked by Wall St. Rank hold GOVI as of Q3 2026.

  • Econ Financial Services reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q3 2026 after selling out during the quarter.
  • Econ Financial Services sold 11,274 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q3 2026, an estimated $306K.
  • Econ Financial Services first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2026 and held it in 2 quarters.
  • Econ Financial Services's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $6.17M in Q1 2026.
  • 53 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.