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

Schwallier 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	$899K	Sell	33,118 -11,043	-25%	-$299K	0.57%	30
2026 Q1	$1.2M	Sell	44,161 -260,955	-86%	-$7.21M	0.88%	18
2025 Q4	$8.38M	Buy	305,116 +1,633	+0.5%	+$45.5K	5.35%	5
2025 Q3	$8.42M	Buy	303,483 +18,695	+7%	+$512K	5.26%	5
2025 Q2	$7.82M	Buy	284,788 +72,043	+34%	+$1.96M	4.78%	5
2025 Q1	$5.92M	Buy	+212,745	New	+$5.82M	4.37%	7

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

SIA

Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

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

Schwallier Wealth Management reduced its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 25% in Q2 2026, selling an estimated $299K and leaving 33,118 shares worth $899K. The position accounts for 0.57% of the portfolio, ranked #30.

Schwallier Wealth Management first reported a position in GOVI in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.42M in Q3 2025. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Schwallier Wealth Management held 33,118 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $899K as of Q2 2026.
Schwallier Wealth Management sold 11,043 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $299K.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.57% of Schwallier Wealth Management's portfolio in Q2 2026, its #30 holding.
Schwallier Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2025 and has held it in 6 quarters since.
Schwallier Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $8.42M in Q3 2025.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Schwallier Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.