Guardian Wealth Advisors (North Carolina)’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-261	Closed	-$7.12K	–	456
2026 Q1	$7.12K	Buy	+261	New	+$7.21K	﹤0.01%	554
2025 Q3	–	Sell	-261	Closed	-$7.17K	–	425
2025 Q2	$7.17K	Hold	261	–	–	﹤0.01%	496
2025 Q1	$7.26K	Hold	261	–	–	﹤0.01%	470
2024 Q4	$7.05K	Sell	261 -142	-35%	-$3.96K	﹤0.01%	453
2024 Q3	$11.7K	Hold	403	–	–	﹤0.01%	374
2024 Q2	$11.1K	Sell	403 -429	-52%	-$11.8K	﹤0.01%	364
2024 Q1	$23.4K	Hold	832	–	–	﹤0.01%	355
2023 Q4	$24K	Buy	+832	New	+$22.6K	﹤0.01%	342

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

Guardian Wealth Advisors (North Carolina)'s GOVI Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2026, closing a stake of 261 shares — an estimated $7.12K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in GOVI in Q4 2023 and held it in 8 quarters. The position peaked at $24K in Q4 2023. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 261 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $7.12K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2023 and held it in 8 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $24K in Q4 2023.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.