Steward Partners Investment Advisory’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Steward Partners Investment Advisory’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	$995K	Sell	36,661 -12,104	-25%	-$328K	0.01%	1295
2026 Q1	$1.33M	Buy	48,765 +4,142	+9%	+$114K	0.01%	1018
2025 Q4	$1.23M	Buy	44,623 +8,880	+25%	+$248K	0.01%	972
2025 Q3	$992K	Buy	35,743 +7,124	+25%	+$195K	0.01%	1050
2025 Q2	$786K	Buy	+28,619	New	+$779K	0.01%	1091
2023 Q1	–	Sell	-1,898	Closed	-$54.5K	–	3352
2022 Q4	$54.5K	Hold	1,898	–	–	﹤0.01%	1803
2022 Q3	$55K	Hold	1,898	–	–	﹤0.01%	1736
2022 Q2	$59K	Hold	1,898	–	–	﹤0.01%	1722
2022 Q1	$64K	Hold	1,898	–	–	﹤0.01%	1789
2021 Q4	$69K	Hold	1,898	–	–	﹤0.01%	1754
2021 Q3	$69K	Sell	1,898 -893	-32%	-$33K	﹤0.01%	1723
2021 Q2	$102K	Hold	2,791	–	–	﹤0.01%	2246
2021 Q1	$97.9K	Sell	2,791 -527	-16%	-$19.3K	﹤0.01%	1639
2020 Q4	$128K	Hold	3,318	–	–	﹤0.01%	1266
2020 Q3	$130K	Hold	3,318	–	–	﹤0.01%	1114
2020 Q2	$131K	Hold	3,318	–	–	﹤0.01%	1032
2020 Q1	$130K	Buy	+3,318	New	+$122K	﹤0.01%	913

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

Steward Partners Investment Advisory's GOVI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 25% in Q2 2026, selling an estimated $328K and leaving 36,661 shares worth $995K. The position accounts for 0.01% of the portfolio, ranked #1295.

Steward Partners Investment Advisory first reported a position in GOVI in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.33M in Q1 2026. 89 funds tracked by Wall St. Rank hold GOVI as of Q2 2026.

Steward Partners Investment Advisory held 36,661 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $995K as of Q2 2026.
Steward Partners Investment Advisory sold 12,104 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q2 2026, an estimated $328K.
Invesco Equal Weight 0-30 Year Treasury ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1295 holding.
Steward Partners Investment Advisory first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q1 2020 and has held it in 17 quarters since.
Steward Partners Investment Advisory's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $1.33M in Q1 2026.
89 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.