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 Q2	$4.18M	Buy	153,921 +120,731	+364%	+$3.27M	0.13%	168
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 $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Gladstone Institutional Advisory's GOVI Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 364% in Q2 2026, buying an estimated $3.27M and bringing the position to 153,921 shares worth $4.18M. The position accounts for 0.13% of the portfolio, ranked #168.

Gladstone Institutional Advisory first reported a position in GOVI in Q1 2023 and has held it in 7 quarters since. The position peaked at $9.17M in Q1 2023. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Gladstone Institutional Advisory held 153,921 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $4.18M as of Q2 2026.
Gladstone Institutional Advisory bought 120,731 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $3.27M.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.13% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #168 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 7 quarters since.
Gladstone Institutional Advisory's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $9.17M in Q1 2023.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.