Gladstone Institutional Advisory’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Gladstone Institutional Advisory’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	$905K	Sell	33,190 -120,021	-78%	-$3.31M	0.03%	389
2025 Q4	$4.22M	Sell	153,211 -394	-0.3%	-$11K	0.16%	142
2025 Q3	$4.26M	Buy	153,605 +4,543	+3%	+$125K	0.16%	138
2025 Q2	$4.09M	Buy	149,062 +28,808	+24%	+$784K	0.17%	140
2025 Q1	$3.35M	Buy	+120,254	New	+$3.29M	0.16%	154
2023 Q2	–	Sell	-306,055	Closed	-$9.17M	–	665
2023 Q1	$9.17M	Buy	+306,055	New	+$9.04M	0.59%	30

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

Gladstone Institutional Advisory's GOVI Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 78% in Q1 2026, selling an estimated $3.31M and leaving 33,190 shares worth $905K. The position accounts for 0.03% of the portfolio, ranked #389.

Gladstone Institutional Advisory first reported a position in GOVI in Q1 2023 and has held it in 6 quarters since. The position peaked at $9.17M in Q1 2023. 77 funds tracked by Wall St. Rank hold GOVI as of Q1 2026.

Gladstone Institutional Advisory held 33,190 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $905K as of Q1 2026.
Gladstone Institutional Advisory sold 120,021 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2026, an estimated $3.31M.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #389 holding.
Gladstone Institutional Advisory first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2023 and has held it in 6 quarters since.
Gladstone Institutional Advisory's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $9.17M in Q1 2023.
77 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.