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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
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 $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Petix & Botte Financial's GOVI Position: Q1 2026 in Review

Petix & Botte Financial reduced its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 46% in Q1 2026, selling an estimated $7.67M and leaving 323,296 shares worth $17.6M. The position accounts for 3.93% of the portfolio, ranked #5.

Petix & Botte Financial first reported a position in GOVI in Q4 2024 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold GOVI as of Q1 2026.

  • Petix & Botte Financial held 323,296 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $17.6M as of Q1 2026.
  • Petix & Botte Financial sold 277,773 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2026, an estimated $7.67M.
  • Invesco Equal Weight 0-30 Year Treasury ETF made up 3.93% of Petix & Botte Financial's portfolio in Q1 2026, its #5 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 6 quarters since.
  • 77 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.