Evelyn Partners Asset Management’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Evelyn Partners Asset 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
2025 Q2	–	Sell	-1,479	Closed	-$41.1K	–	241
2025 Q1	$41.1K	Hold	1,479	–	–	0.01%	143
2024 Q4	$40K	Buy	+1,479	New	+$41.2K	0.01%	145

Other funds holding GOVI

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

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

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

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

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

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

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

Evelyn Partners Asset Management's GOVI Position: Q2 2025 in Review

Evelyn Partners Asset Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2025, closing a stake of 1,479 shares — an estimated $41.1K sold.

Evelyn Partners Asset Management first reported a position in GOVI in Q4 2024 and held it in 2 quarters. The position peaked at $41.1K in Q1 2025. 86 funds tracked by Wall St. Rank hold GOVI as of Q2 2025.

Evelyn Partners Asset Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2025 after selling out during the quarter.
Evelyn Partners Asset Management sold 1,479 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2025, an estimated $41.1K.
Evelyn Partners Asset Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2024 and held it in 2 quarters.
Evelyn Partners Asset Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $41.1K in Q1 2025.
86 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.