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Optima Capital’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Optima Capital’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
2025
Q2 		– Sell
-8,389
Closed -$233K – 155
2025
Q1 		$233K Sell
8,389
-30,214
-78% -$827K 0.15% 126
2024
Q4 		$1.04M Buy
+38,603
New +$1.08M 0.72% 39

Other funds holding GOVI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

Optima Capital's GOVI Position: Q2 2025 in Review

Optima Capital sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q2 2025, closing a stake of 8,389 shares — an estimated $233K sold.

Optima Capital first reported a position in GOVI in Q4 2024 and held it in 2 quarters. The position peaked at $1.04M in Q4 2024. 86 funds tracked by Wall St. Rank hold GOVI as of Q2 2025.

  • Optima Capital reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q2 2025 after selling out during the quarter.
  • Optima Capital sold 8,389 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2025, an estimated $233K.
  • Optima Capital first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2024 and held it in 2 quarters.
  • Optima Capital's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $1.04M in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2025.

Based on Optima Capital's 13F filing for Q2 2025, filed 15 Jul 2025.