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

Orgel 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
2025 Q1	–	Sell	-13,089	Closed	-$354K	–	84
2024 Q4	$354K	Sell	13,089 -4,888,526	-100%	-$136M	0.01%	72
2024 Q3	$143M	Buy	4,901,615 +385,793	+9%	+$11.1M	3.57%	12
2024 Q2	$125M	Buy	4,515,822 +73,450	+2%	+$2.01M	3.36%	11
2024 Q1	$125M	Buy	4,442,372 +178,093	+4%	+$5M	3.42%	11
2023 Q4	$123M	Buy	4,264,279 +32,614	+0.8%	+$887K	3.64%	9
2023 Q3	$113M	Buy	+4,231,665	New	+$119M	3.84%	9

Other funds holding GOVI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIA

Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Orgel Wealth Management's GOVI Position: Q1 2025 in Review

Orgel Wealth Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2025, closing a stake of 13,089 shares — an estimated $354K sold.

Orgel Wealth Management first reported a position in GOVI in Q3 2023 and held it in 6 quarters. The position peaked at $143M in Q3 2024. 82 funds tracked by Wall St. Rank hold GOVI as of Q1 2025.

Orgel Wealth Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2025 after selling out during the quarter.
Orgel Wealth Management sold 13,089 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2025, an estimated $354K.
Orgel Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2023 and held it in 6 quarters.
Orgel Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $143M in Q3 2024.
82 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2025.

Based on Orgel Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.