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

Lodestone Wealth Management’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	$2.5K	Hold	92	–	–	﹤0.01%	662
2026 Q1	$2.51K	Hold	92	–	–	﹤0.01%	653
2025 Q4	$2.54K	Buy	+92	New	+$2.56K	﹤0.01%	653

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

Lodestone Wealth Management's GOVI Position: Q2 2026 in Review

Lodestone Wealth Management held its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) position steady in Q2 2026 at 92 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Lodestone Wealth Management first reported a position in GOVI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.54K in Q4 2025. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Lodestone Wealth Management held 92 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $2.5K as of Q2 2026.
Lodestone Wealth Management left its Invesco Equal Weight 0-30 Year Treasury ETF share count unchanged in Q2 2026.
Invesco Equal Weight 0-30 Year Treasury ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #662 holding.
Lodestone Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2025 and has held it in 3 quarters since.
Lodestone Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $2.54K in Q4 2025.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.