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

Wisconsin Capital 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
-15,000
Closed -$405K – 50
2024
Q4 		$405K Hold
15,000
– – 0.22% 38
2024
Q3 		$436K Buy
+15,000
New +$430K 0.23% 40

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

Wisconsin Capital Management's GOVI Position: Q1 2025 in Review

Wisconsin Capital Management sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q1 2025, closing a stake of 15,000 shares — an estimated $405K sold.

Wisconsin Capital Management first reported a position in GOVI in Q3 2024 and held it in 2 quarters. The position peaked at $436K in Q3 2024. 82 funds tracked by Wall St. Rank hold GOVI as of Q1 2025.

  • Wisconsin Capital Management reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Wisconsin Capital Management sold 15,000 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q1 2025, an estimated $405K.
  • Wisconsin Capital Management first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q3 2024 and held it in 2 quarters.
  • Wisconsin Capital Management's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $436K 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 Wisconsin Capital Management's 13F filing for Q1 2025, filed 13 May 2025.