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

Emergent Wealth Advisors’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	–	Sell	-12,017	Closed	-$331K	–	132
2025 Q4	$331K	Buy	12,017 +1,364	+13%	+$38K	0.19%	96
2025 Q3	$296K	Hold	10,653	–	–	0.17%	91
2025 Q2	$293K	Buy	10,653 +243	+2%	+$6.61K	0.19%	86
2025 Q1	$290K	Sell	10,410 -9,001	-46%	-$246K	0.21%	84
2024 Q4	$525K	Buy	19,411 +1,404	+8%	+$39.1K	0.38%	50
2024 Q3	$524K	Buy	18,007 +2,739	+18%	+$78.6K	0.39%	51
2024 Q2	$421K	Buy	15,268 +471	+3%	+$12.9K	0.34%	58
2024 Q1	$416K	Buy	+14,797	New	+$416K	0.36%	54

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

Emergent Wealth Advisors's GOVI Position: Q1 2026 in Review

Emergent Wealth Advisors sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2026, closing a stake of 12,017 shares — an estimated $331K sold.

Emergent Wealth Advisors first reported a position in GOVI in Q1 2024 and held it in 8 quarters. The position peaked at $525K in Q4 2024. 77 funds tracked by Wall St. Rank hold GOVI as of Q1 2026.

Emergent Wealth Advisors reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 12,017 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2026, an estimated $331K.
Emergent Wealth Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2024 and held it in 8 quarters.
Emergent Wealth Advisors's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $525K in Q4 2024.
77 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2026.

Based on Emergent Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.