Sequent Planning’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Sequent Planning’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	$1.22M	Sell	44,910 -500	-1%	-$13.6K	0.26%	83
2026 Q1	$1.24M	Buy	45,410 +1,375	+3%	+$38K	0.3%	76
2025 Q4	$1.21M	Buy	44,035 +2,837	+7%	+$79.1K	0.31%	74
2025 Q3	$1.14M	Buy	41,198 +2,431	+6%	+$66.6K	0.32%	66
2025 Q2	$1.06M	Buy	38,767 +3,318	+9%	+$90.3K	0.34%	46
2025 Q1	$986K	Sell	35,449 -9,761	-22%	-$267K	0.36%	47
2024 Q4	$1.22M	Sell	45,210 -536	-1%	-$14.9K	0.45%	40
2024 Q3	$1.33M	Sell	45,746 -39,492	-46%	-$1.13M	0.46%	36
2024 Q2	$2.32M	Buy	85,238 +4,492	+6%	+$123K	0.79%	24
2024 Q1	$2.27M	Buy	+80,746	New	+$2.27M	0.82%	20

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

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Sequent Planning's GOVI Position: Q2 2026 in Review

Sequent Planning reduced its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 1.1% in Q2 2026, selling an estimated $13.6K and leaving 44,910 shares worth $1.22M. The position accounts for 0.26% of the portfolio, ranked #83.

Sequent Planning first reported a position in GOVI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.32M in Q2 2024. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Sequent Planning held 44,910 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $1.22M as of Q2 2026.
Sequent Planning sold 500 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $13.6K.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.26% of Sequent Planning's portfolio in Q2 2026, its #83 holding.
Sequent Planning first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $2.32M in Q2 2024.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.