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

Whalen Wealth 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
-1,694
Closed -$228K – 144
2024
Q4 		$228K Buy
+1,694
New +$47.2K 0.16% 132

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 $435M AUM 13.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $201M AUM 15.42% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $914M AUM 17.4% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

Whalen Wealth Management's GOVI Position: Q1 2025 in Review

Whalen Wealth Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2025, closing a stake of 1,694 shares — an estimated $228K sold.

Whalen Wealth Management first reported a position in GOVI in Q4 2024 and held it in 1 quarter. The position peaked at $228K in Q4 2024. 82 funds tracked by Wall St. Rank hold GOVI as of Q1 2025.

  • Whalen Wealth Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,694 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2025, an estimated $228K.
  • Whalen Wealth Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q4 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $228K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.