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

Fortis Group 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
Q1 		– Sell
-73,551
Closed -$1.99M – 506
2024
Q4 		$1.99M Buy
73,551
+11,759
+19% +$328K 0.37% 69
2024
Q3 		$1.8M Buy
61,792
+27,846
+82% +$799K 0.33% 71
2024
Q2 		$937K Buy
+33,946
New +$931K 0.19% 80

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Fortis Group Advisors's GOVI Position: Q1 2025 in Review

Fortis Group Advisors sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2025, closing a stake of 73,551 shares — an estimated $1.99M sold.

Fortis Group Advisors first reported a position in GOVI in Q2 2024 and held it in 3 quarters. The position peaked at $1.99M in Q4 2024. 82 funds tracked by Wall St. Rank hold GOVI as of Q1 2025.

  • Fortis Group Advisors reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Fortis Group Advisors sold 73,551 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2025, an estimated $1.99M.
  • Fortis Group Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2024 and held it in 3 quarters.
  • Fortis Group Advisors's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $1.99M in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2025.

Based on Fortis Group Advisors's 13F filing for Q1 2025, filed 2 May 2025.