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

Westmount Partners’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 		– Sell
-40,000
Closed -$2.22M – 271
2025
Q4 		$2.22M Hold
40,000
– – 0.55% 37
2025
Q3 		$2.16M Hold
40,000
– – 0.56% 39
2025
Q2 		$2.05M Buy
+40,000
New +$1.09M 0.56% 41

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PBF
Petix & Botte Financial La Mesa, California $497M AUM 18.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
Commonwealth Equity Services
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

Westmount Partners's GOVI Position: Q1 2026 in Review

Westmount Partners sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2026, closing a stake of 40,000 shares — an estimated $2.22M sold.

Westmount Partners first reported a position in GOVI in Q2 2025 and held it in 3 quarters. The position peaked at $2.22M in Q4 2025. 77 funds tracked by Wall St. Rank hold GOVI as of Q1 2026.

  • Westmount Partners reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2026 after selling out during the quarter.
  • Westmount Partners sold 40,000 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2026, an estimated $2.22M.
  • Westmount Partners first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2025 and held it in 3 quarters.
  • Westmount Partners's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $2.22M in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2026.

Based on Westmount Partners's 13F filing for Q1 2026, filed 16 Apr 2026.