SIM
GOVI icon

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

Stratos Investment Management’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
2025
Q1 		– Sell
-362,610
Closed -$9.8M – 326
2024
Q4 		$9.8M Sell
362,610
-54,231
-13% -$1.51M 0.59% 42
2024
Q3 		$12.1M Buy
416,841
+192,452
+86% +$5.52M 0.85% 31
2024
Q2 		$6.19M Buy
224,389
+3,760
+2% +$103K 0.51% 60
2024
Q1 		$6.2M Buy
220,629
+27,898
+14% +$784K 0.6% 49
2023
Q4 		$5.56M Buy
+192,731
New +$5.24M 0.66% 45

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Stratos Investment Management's GOVI Position: Q1 2025 in Review

Stratos Investment Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2025, closing a stake of 362,610 shares — an estimated $9.8M sold.

Stratos Investment Management first reported a position in GOVI in Q4 2023 and held it in 5 quarters. The position peaked at $12.1M in Q3 2024. 82 funds tracked by Wall St. Rank hold GOVI as of Q1 2025.

  • Stratos Investment Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Investment Management sold 362,610 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2025, an estimated $9.8M.
  • Stratos Investment Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2023 and held it in 5 quarters.
  • Stratos Investment Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $12.1M in Q3 2024.
  • 82 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2025.

Based on Stratos Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.