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Petix & Botte Financial’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Petix & Botte Financial’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 		$17.9M Buy
657,924
+334,628
+104% +$9.07M 3.6% 7
2026
Q1 		$17.6M Sell
323,296
-277,773
-46% -$7.67M 3.93% 5
2025
Q4 		$16.6M Buy
601,069
+80,063
+15% +$2.23M 3.76% 5
2025
Q3 		$14.5M Buy
521,006
+67,077
+15% +$1.84M 3.34% 7
2025
Q2 		$12.5M Buy
453,929
+66,073
+17% +$1.8M 3.06% 10
2025
Q1 		$10.8M Buy
387,856
+116,290
+43% +$3.18M 2.84% 12
2024
Q4 		$7.34M Buy
+271,566
New +$7.57M 1.93% 18

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
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
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

Petix & Botte Financial's GOVI Position: Q2 2026 in Review

Petix & Botte Financial increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 104% in Q2 2026, buying an estimated $9.07M and bringing the position to 657,924 shares worth $17.9M. The position accounts for 3.6% of the portfolio, ranked #7.

Petix & Botte Financial first reported a position in GOVI in Q4 2024 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

  • Petix & Botte Financial held 657,924 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $17.9M as of Q2 2026.
  • Petix & Botte Financial bought 334,628 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $9.07M.
  • Invesco Equal Weight 0-30 Year Treasury ETF made up 3.6% of Petix & Botte Financial's portfolio in Q2 2026, its #7 holding.
  • Petix & Botte Financial first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • 89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.