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

Holos Integrated Wealth’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
-5
Closed -$136 – 391
2026
Q1 		$136 Buy
+5
New +$138 ﹤0.01% 399

Other funds holding GOVI

CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
WCM
WealthBridge Capital Management Westerville, Ohio $503M AUM 26.74% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Holos Integrated Wealth's GOVI Position: Q2 2026 in Review

Holos Integrated Wealth sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2026, closing a stake of 5 shares — an estimated $136 sold.

Holos Integrated Wealth first reported a position in GOVI in Q1 2026 and held it in 1 quarter. The position peaked at $136 in Q1 2026. 21 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

  • Holos Integrated Wealth reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 5 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $136.
  • Holos Integrated Wealth first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $136 in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.