Integrated Wealth Concepts
GOVI icon

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

Integrated Wealth Concepts’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 		$7.7M Buy
283,559
+216,060
+320% +$5.86M 0.05% 354
2026
Q1 		$1.84M Sell
67,499
-151,698
-69% -$4.19M 0.01% 785
2025
Q4 		$6.04M Sell
219,197
-191,032
-47% -$5.33M 0.07% 250
2025
Q3 		$11.4M Buy
410,229
+101,366
+33% +$2.78M 0.1% 189
2025
Q2 		$8.48M Buy
308,863
+6,975
+2% +$190K 0.09% 225
2025
Q1 		$8.4M Sell
301,888
-14,805
-5% -$405K 0.1% 199
2024
Q4 		$8.56M Sell
316,693
-4,746
-1% -$132K 0.1% 195
2024
Q3 		$9.35M Buy
321,439
+209,127
+186% +$6M 0.11% 183
2024
Q2 		$3.1M Buy
112,312
+2,849
+3% +$78.1K 0.04% 379
2024
Q1 		$3.07M Sell
109,463
-52,617
-32% -$1.48M 0.04% 385
2023
Q4 		$4.67M Buy
+162,080
New +$4.41M 0.08% 248

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Private Advisor Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

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

Integrated Wealth Concepts increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 320% in Q2 2026, buying an estimated $5.86M and bringing the position to 283,559 shares worth $7.7M. The position accounts for 0.05% of the portfolio, ranked #354.

Integrated Wealth Concepts first reported a position in GOVI in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.4M in Q3 2025. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

  • Integrated Wealth Concepts held 283,559 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $7.7M as of Q2 2026.
  • Integrated Wealth Concepts bought 216,060 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $5.86M.
  • Invesco Equal Weight 0-30 Year Treasury ETF made up 0.05% of Integrated Wealth Concepts's portfolio in Q2 2026, its #354 holding.
  • Integrated Wealth Concepts first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $11.4M in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.