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

Spectrum Investment 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 		$15.1M Buy
556,899
+74,086
+15% +$2.01M 6.18% 6
2026
Q1 		$13.2M Buy
482,813
+28,895
+6% +$798K 6.54% 6
2025
Q4 		$12.5M Buy
453,918
+17,434
+4% +$486K 6.27% 6
2025
Q3 		$12.1M Buy
436,484
+7,614
+2% +$209K 6.56% 6
2025
Q2 		$11.8M Buy
428,870
+10,737
+3% +$292K 6.83% 6
2025
Q1 		$11.6M Buy
418,133
+18,428
+5% +$504K 7.51% 7
2024
Q4 		$10.8M Buy
399,705
+2,278
+0.6% +$63.5K 7.21% 7
2024
Q3 		$11.6M Buy
397,427
+7,668
+2% +$220K 7.93% 7
2024
Q2 		$10.8M Buy
389,759
+32,784
+9% +$899K 7.87% 7
2024
Q1 		$10M Buy
356,975
+11,209
+3% +$315K 7.4% 6
2023
Q4 		$9.97M Buy
+345,766
New +$9.4M 7.9% 5

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cetera Investment Advisers
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Spectrum Investment Advisors's GOVI Position: Q2 2026 in Review

Spectrum Investment Advisors increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 15% in Q2 2026, buying an estimated $2.01M and bringing the position to 556,899 shares worth $15.1M. The position accounts for 6.18% of the portfolio, ranked #6.

Spectrum Investment Advisors first reported a position in GOVI in Q4 2023 and has held it in 11 quarters since. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

  • Spectrum Investment Advisors held 556,899 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $15.1M as of Q2 2026.
  • Spectrum Investment Advisors bought 74,086 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $2.01M.
  • Invesco Equal Weight 0-30 Year Treasury ETF made up 6.18% of Spectrum Investment Advisors's portfolio in Q2 2026, its #6 holding.
  • Spectrum Investment Advisors first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2023 and has held it in 11 quarters since.
  • 89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Spectrum Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.