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 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

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

Simplicity Wealth's GOVI Position: Q2 2026 in Review

Simplicity Wealth increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 1,597% in Q2 2026, buying an estimated $3.87M and bringing the position to 151,671 shares worth $4.12M. The position accounts for 0.14% of the portfolio, ranked #156.

Simplicity Wealth first reported a position in GOVI in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.92M in Q1 2025. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Simplicity Wealth held 151,671 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $4.12M as of Q2 2026.
Simplicity Wealth bought 142,734 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $3.87M.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.14% of Simplicity Wealth's portfolio in Q2 2026, its #156 holding.
Simplicity Wealth first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $5.92M in Q1 2025.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.