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

Simplicity Wealth’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 Q3	$14.3M	Buy	567,348 +415,677	+274%	+$11M	0.42%	58
2026 Q2	$4.12M	Buy	151,671 +142,734	+1,597%	+$3.87M	0.14%	156
2026 Q1	$244K	Sell	8,937 -33,882	-79%	-$936K	0.01%	662
2025 Q4	$1.18M	Buy	42,819 +4,048	+10%	+$113K	0.07%	249
2025 Q3	$1.08M	Sell	38,771 -59,421	-61%	-$1.63M	0.06%	273
2025 Q2	$2.7M	Sell	98,192 -114,570	-54%	-$3.12M	0.11%	174
2025 Q1	$5.92M	Buy	+212,762	New	+$5.82M	0.46%	42
2024 Q4	–	Sell	-187,519	Closed	-$5.45M	–	415
2024 Q3	$5.45M	Buy	187,519 +56,180	+43%	+$1.61M	0.51%	44
2024 Q2	$3.62M	Buy	131,339 +89,390	+213%	+$2.45M	0.08%	241
2024 Q1	$1.18M	Buy	41,949 +25,351	+153%	+$712K	0.03%	474
2023 Q4	$479K	Buy	+16,598	New	+$451K	0.19%	101

Other funds holding GOVI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Ashton Thomas Securities Rochester, New York $944M AUM 17.07% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Simplicity Wealth's GOVI Position: Q3 2026 in Review

Simplicity Wealth increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 274% in Q3 2026, buying an estimated $11M and bringing the position to 567,348 shares worth $14.3M. The position accounts for 0.42% of the portfolio, ranked #58.

Simplicity Wealth first reported a position in GOVI in Q4 2023 and has held it in 11 quarters since. 45 funds tracked by Wall St. Rank hold GOVI as of Q3 2026.

Simplicity Wealth held 567,348 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $14.3M as of Q3 2026.
Simplicity Wealth bought 415,677 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q3 2026, an estimated $11M.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.42% of Simplicity Wealth's portfolio in Q3 2026, its #58 holding.
Simplicity Wealth first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2023 and has held it in 11 quarters since.
45 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.