Independent Advisor Alliance’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Independent Advisor Alliance’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	-149,096	Closed	-$4.07M	–	1285
2026 Q1	$4.07M	Buy	+149,096	New	+$4.12M	0.04%	366
2025 Q1	–	Sell	-42,599	Closed	-$1.15M	–	1030
2024 Q4	$1.15M	Buy	+42,599	New	+$1.19M	0.02%	690
2020 Q1	–	Sell	-92,899	Closed	-$3.2M	–	582
2019 Q4	$3.2M	Buy	+92,899	New	+$3.25M	0.14%	160

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

Independent Advisor Alliance's GOVI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2026, closing a stake of 149,096 shares — an estimated $4.07M sold.

Independent Advisor Alliance first reported a position in GOVI in Q4 2019 and held it in 3 quarters. The position peaked at $4.07M in Q1 2026. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Independent Advisor Alliance reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 149,096 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $4.07M.
Independent Advisor Alliance first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $4.07M in Q1 2026.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.