UBS Group’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

UBS Group’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 Q1	$533K	Buy	19,541 +487	+3%	+$13.4K	﹤0.01%	6039
2025 Q4	$525K	Buy	19,054 +889	+5%	+$24.8K	﹤0.01%	6052
2025 Q3	$504K	Sell	18,165 -211	-1%	-$5.78K	﹤0.01%	6091
2025 Q2	$505K	Sell	18,376 -12,424	-40%	-$338K	﹤0.01%	5999
2025 Q1	$857K	Sell	30,800 -17,443	-36%	-$477K	﹤0.01%	5418
2024 Q4	$1.3M	Buy	48,243 +7,998	+20%	+$223K	﹤0.01%	5110
2024 Q3	$1.17M	Sell	40,245 -19,494	-33%	-$559K	﹤0.01%	4513
2024 Q2	$1.65M	Buy	59,739 +10,854	+22%	+$298K	﹤0.01%	3967
2024 Q1	$1.37M	Buy	48,885 +8,751	+22%	+$246K	﹤0.01%	4325
2023 Q4	$1.16M	Buy	40,134 +882	+2%	+$24K	﹤0.01%	4363
2023 Q3	$1.05M	Buy	39,252 +2,585	+7%	+$72.7K	﹤0.01%	4025
2023 Q2	$1.07M	Buy	36,667 +2,814	+8%	+$83.2K	﹤0.01%	4177
2023 Q1	$1.01M	Buy	33,853 +1,010	+3%	+$29.8K	﹤0.01%	4086
2022 Q4	$944K	Sell	32,843 -7,180	-18%	-$207K	﹤0.01%	4129
2022 Q3	$1.16M	Buy	40,023 +32,878	+460%	+$1.01M	﹤0.01%	3635
2022 Q2	$223K	Sell	7,145 -22,199	-76%	-$701K	﹤0.01%	4825
2022 Q1	$991K	Sell	29,344 -1,596	-5%	-$55.8K	﹤0.01%	4106
2021 Q4	$1.13M	Buy	30,940 +554	+2%	+$20.2K	﹤0.01%	4274
2021 Q3	$1.1M	Sell	30,386 -3,055	-9%	-$113K	﹤0.01%	4116
2021 Q2	$1.22M	Sell	33,441 -4,021	-11%	-$144K	﹤0.01%	4014
2021 Q1	$1.31M	Sell	37,462 -994	-3%	-$36.4K	﹤0.01%	3976
2020 Q4	$1.48M	Buy	38,456 +2,239	+6%	+$86.4K	﹤0.01%	3676
2020 Q3	$1.42M	Sell	36,217 -11,480	-24%	-$455K	﹤0.01%	3379
2020 Q2	$1.88M	Buy	47,697 +847	+2%	+$33.4K	﹤0.01%	2931
2020 Q1	$1.84M	Sell	46,850 -1,950	-4%	-$71.5K	﹤0.01%	2834
2019 Q4	$1.68M	Sell	48,800 -727	-1%	-$25.5K	﹤0.01%	3723
2019 Q3	$1.76M	Sell	49,527 -759	-2%	-$26.6K	﹤0.01%	3427
2019 Q2	$1.71M	Sell	50,286 -19,682	-28%	-$651K	﹤0.01%	3282
2019 Q1	$2.3M	Sell	69,968 -11,876	-15%	-$381K	﹤0.01%	2874
2018 Q4	$2.62M	Sell	81,844 -6,793	-8%	-$210K	﹤0.01%	2761
2018 Q3	$2.75M	Buy	88,637 +55,358	+166%	+$1.74M	﹤0.01%	2910
2018 Q2	$1.05M	Sell	33,279 -82,281	-71%	-$2.59M	﹤0.01%	3746
2018 Q1	$3.68M	Sell	115,560 -6,451	-5%	-$205K	﹤0.01%	2590
2017 Q4	$4M	Sell	122,011 -9,457	-7%	-$309K	﹤0.01%	2566
2017 Q3	$4.3M	Buy	131,468 +23,974	+22%	+$788K	﹤0.01%	2351
2017 Q2	$3.52M	Sell	107,494 -931	-0.9%	-$30.4K	﹤0.01%	2464
2017 Q1	$3.48M	Buy	108,425 +4,020	+4%	+$129K	﹤0.01%	2417
2016 Q4	$3.33M	Sell	104,405 -29,716	-22%	-$977K	﹤0.01%	2436
2016 Q3	$4.66M	Sell	134,121 -22,311	-14%	-$780K	﹤0.01%	2084
2016 Q2	$5.5M	Sell	156,432 -37,342	-19%	-$1.27M	﹤0.01%	1866
2016 Q1	$6.57M	Buy	193,774 +114,939	+146%	+$3.84M	﹤0.01%	1636
2015 Q4	$2.54M	Buy	78,835 +3,782	+5%	+$123K	﹤0.01%	2578
2015 Q3	$2.47M	Buy	75,053 +4,996	+7%	+$162K	﹤0.01%	2549
2015 Q2	$2.23M	Sell	70,057 -17,368	-20%	-$565K	﹤0.01%	2866
2015 Q1	$2.93M	Sell	87,425 -1,004	-1%	-$33.7K	﹤0.01%	2568
2014 Q4	$2.91M	Buy	+88,429	New	+$2.86M	﹤0.01%	2558

Other funds holding GOVI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PBF

Petix & Botte Financial La Mesa, California $497M AUM 18.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SIA

Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 1-Year Est. Return

UBS Group's GOVI Position: Q1 2026 in Review

UBS Group increased its Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) stake by 2.6% in Q1 2026, buying an estimated $13.4K and bringing the position to 19,541 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #6039.

UBS Group first reported a position in GOVI in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.57M in Q1 2016. 77 funds tracked by Wall St. Rank hold GOVI as of Q1 2026.

UBS Group held 19,541 shares of Invesco Equal Weight 0-30 Year Treasury ETF worth $533K as of Q1 2026.
UBS Group bought 487 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2026, an estimated $13.4K.
Invesco Equal Weight 0-30 Year Treasury ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6039 holding.
UBS Group first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2014 and has held it in 46 quarters since.
UBS Group's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $6.57M in Q1 2016.
77 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.