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

EP 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
2025
Q2 		$189K Sell
6,878
-242
-3% -$6.58K ﹤0.01% 1269
2025
Q1 		$198K Sell
7,120
-10,024
-58% -$274K ﹤0.01% 1138
2024
Q4 		$463K Buy
+17,144
New +$478K ﹤0.01% 717

Other funds holding GOVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

EP Wealth Advisors's GOVI Position: Q2 2025 in Review

EP Wealth Advisors reduced its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 3.4% in Q2 2025, selling an estimated $6.58K and leaving 6,878 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #1269.

EP Wealth Advisors first reported a position in GOVI in Q4 2024 and has held it in 3 quarters since. The position peaked at $463K in Q4 2024. 86 funds tracked by Wall St. Rank hold GOVI as of Q2 2025.

  • EP Wealth Advisors held 6,878 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $189K as of Q2 2025.
  • EP Wealth Advisors sold 242 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2025, an estimated $6.58K.
  • Invesco Equal Weight 0-30 Year Treasury ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1269 holding.
  • EP Wealth Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2024 and has held it in 3 quarters since.
  • EP Wealth Advisors's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $463K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.