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 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 $1.02T 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PBF

Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return

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

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

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

Sequent Planning's GOVI Position: Q1 2026 in Review

Sequent Planning increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 3.1% in Q1 2026, buying an estimated $38K and bringing the position to 45,410 shares worth $1.24M. The position accounts for 0.3% of the portfolio, ranked #76.

Sequent Planning first reported a position in GOVI in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.32M in Q2 2024. 77 funds tracked by Wall St. Rank hold GOVI as of Q1 2026.

Sequent Planning held 45,410 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $1.24M as of Q1 2026.
Sequent Planning bought 1,375 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2026, an estimated $38K.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.3% of Sequent Planning's portfolio in Q1 2026, its #76 holding.
Sequent Planning first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Sequent Planning's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $2.32M in Q2 2024.
77 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.