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

Sowell Financial Services’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	$395K	Buy	14,545 +814	+6%	+$22.1K	0.01%	753
2026 Q1	$375K	Sell	13,731 -5,673	-29%	-$157K	0.01%	751
2025 Q4	$535K	Buy	19,404 +2,912	+18%	+$81.2K	0.02%	620
2025 Q3	$458K	Buy	16,492 +25	+0.2%	+$685	0.02%	654
2025 Q2	$452K	Buy	16,467 +1,234	+8%	+$33.6K	0.02%	639
2025 Q1	$424K	Buy	15,233 +3,781	+33%	+$103K	0.02%	633
2024 Q4	$310K	Buy	+11,452	New	+$319K	0.02%	466
2021 Q2	–	Sell	-1,107	Closed	-$40K	–	1417
2021 Q1	$40K	Hold	1,107	–	–	﹤0.01%	1742
2020 Q4	$43K	Hold	1,107	–	–	﹤0.01%	1452
2020 Q3	$43K	Hold	1,107	–	–	﹤0.01%	1268
2020 Q2	$44K	Buy	1,107 +418	+61%	+$16.5K	﹤0.01%	1192
2020 Q1	$27K	Hold	689	–	–	﹤0.01%	1279
2019 Q4	$24K	Hold	689	–	–	﹤0.01%	1370
2019 Q3	$25K	Buy	+689	New	+$24.1K	﹤0.01%	1203

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

Sowell Financial Services's GOVI Position: Q2 2026 in Review

Sowell Financial Services increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 5.9% in Q2 2026, buying an estimated $22.1K and bringing the position to 14,545 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #753.

Sowell Financial Services first reported a position in GOVI in Q3 2019 and has held it in 14 quarters since. The position peaked at $535K in Q4 2025. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Sowell Financial Services held 14,545 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $395K as of Q2 2026.
Sowell Financial Services bought 814 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $22.1K.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #753 holding.
Sowell Financial Services first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2019 and has held it in 14 quarters since.
Sowell Financial Services's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $535K in Q4 2025.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.