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True Wealth Design’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

True Wealth Design’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
Q4 		– Sell
-764
Closed -$21.2K – 2660
2025
Q3 		$21.2K Buy
+764
New +$20.9K 0.01% 588

Other funds holding GOVI

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $449M AUM 12.65% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $201M AUM 15.42% 1-Year Est. Return

True Wealth Design's GOVI Position: Q4 2025 in Review

True Wealth Design sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q4 2025, closing a stake of 764 shares — an estimated $21.2K sold.

True Wealth Design first reported a position in GOVI in Q3 2025 and held it in 1 quarter. The position peaked at $21.2K in Q3 2025. 84 funds tracked by Wall St. Rank hold GOVI as of Q4 2025.

  • True Wealth Design reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 764 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q4 2025, an estimated $21.2K.
  • True Wealth Design first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2025 and held it in 1 quarter.
  • True Wealth Design's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $21.2K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.