Sequoia Financial Advisors’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Sequoia Financial Advisors’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	$286K	Buy	10,545 +1,176	+13%	+$31.9K	﹤0.01%	1705
2026 Q1	$256K	Sell	9,369 -457	-5%	-$12.6K	﹤0.01%	1659
2025 Q4	$271K	Buy	9,826 +2,044	+26%	+$57K	﹤0.01%	1616
2025 Q3	$216K	Buy	7,782 +4	+0.1%	+$110	﹤0.01%	1596
2025 Q2	$214K	Buy	7,778 +4	+0.1%	+$109	﹤0.01%	1451
2025 Q1	$216K	Buy	7,774 +3	+0%	+$82	﹤0.01%	1227
2024 Q4	$210K	Buy	7,771 +3	+0%	+$84	﹤0.01%	1197
2024 Q3	$226K	Sell	7,768 -2,067	-21%	-$59.3K	﹤0.01%	1116
2024 Q2	$271K	Buy	+9,835	New	+$270K	﹤0.01%	936

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

Sequoia Financial Advisors's GOVI Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 13% in Q2 2026, buying an estimated $31.9K and bringing the position to 10,545 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Sequoia Financial Advisors first reported a position in GOVI in Q2 2024 and has held it in 9 quarters since. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Sequoia Financial Advisors held 10,545 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $286K as of Q2 2026.
Sequoia Financial Advisors bought 1,176 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $31.9K.
Invesco Equal Weight 0-30 Year Treasury ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1705 holding.
Sequoia Financial Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2024 and has held it in 9 quarters since.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.