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

EverSource 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
Q2 		$10.1K Hold
372
– – ﹤0.01% 2907
2026
Q1 		$10.1K Buy
+372
New +$10.3K ﹤0.01% 2915

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

EverSource Wealth Advisors's GOVI Position: Q2 2026 in Review

EverSource Wealth Advisors held its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) position steady in Q2 2026 at 372 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2907.

EverSource Wealth Advisors first reported a position in GOVI in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.1K in Q1 2026. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

  • EverSource Wealth Advisors held 372 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $10.1K as of Q2 2026.
  • EverSource Wealth Advisors left its Invesco Equal Weight 0-30 Year Treasury ETF share count unchanged in Q2 2026.
  • Invesco Equal Weight 0-30 Year Treasury ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2907 holding.
  • EverSource Wealth Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2026 and has held it in 2 quarters since.
  • EverSource Wealth Advisors's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $10.1K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.