Invesco Equal Weight 0-30 Yr GovI Mutual Fund(GOVI)

$27.07—

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Invesco Equal Weight 0-30 Yr GovI Mutual Fund(GOVI)

NASDAQ

$27.07—

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GOVI(GOVI)

GOVI

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 103 Institutional Holders

Holder	Shares	Date	Change	% Held
Invesco Ltd.	13.01M	Mar 31, 26	+10.65M	41.62%
LPL Financial LLC	2.79M	Mar 31, 26	-1.16M	8.93%
Bank of New York Mellon Corp	2.42M	Mar 31, 26	-49.66K	7.74%
BANK OF AMERICA CORP /DE/	679.43K	Mar 31, 26	+536.65K	2.17%
Cetera Investment Advisers	647.32K	Mar 31, 26	-284.39K	2.07%
Petix & Botte Co	646.59K	Mar 31, 26	+45.52K	2.07%
WELLS FARGO & COMPANY/MN	634.89K	Mar 31, 26	+25.78K	2.03%
Scarborough Advisors, LLC	516.44K	Mar 31, 26	-144.99K	1.65%
COMMONWEALTH EQUITY SERVICES, LLC	500.44K	Mar 31, 26	+190.03K	1.60%
Spectrum Investment Advisors, Inc.	482.81K	Mar 31, 26	+28.89K	1.54%
GOLDMAN SACHS GROUP INC	450.86K	Mar 31, 26	+368.48K	1.44%
Private Advisor Group, LLC	283.81K	Mar 31, 26	-386.20K	0.91%
ROYAL BANK OF CANADA	281.79K	Mar 31, 26	-13.49K	0.90%
MORGAN STANLEY	253.16K	Mar 31, 26	+30.00K	0.81%
Econ Financial Services Corp	226.05K	Mar 31, 26	+226.05K	0.72%
Kestra Advisory Services, LLC	203.50K	Mar 31, 26	-5.34K	0.65%
Concurrent Investment Advisors, LLC	168.01K	Mar 31, 26	+16.68K	0.54%
ENVESTNET ASSET MANAGEMENT INC	156.34K	Mar 31, 26	-151.85K	0.50%
Independent Advisor Alliance	149.10K	Mar 31, 26	+149.10K	0.48%
ADVISOR GROUP HOLDINGS, INC.	123.14K	Mar 31, 26	-329.75K	0.39%
Stewardship Advisors, LLC	103.16K	Mar 31, 26	-276.00K	0.33%
Tower Research Capital LLC (TRC)	85.18K	Mar 31, 26	+85.18K	0.27%
VestGen Advisors, LLC	81.77K	Mar 31, 26	-9.88K	0.26%
Cambridge Investment Research Advisors, Inc.	77.13K	Mar 31, 26	-69.35K	0.25%
Integrated Wealth Concepts LLC	67.50K	Mar 31, 26	-151.70K	0.22%
PNC FINANCIAL SERVICES GROUP, INC.	59.64K	Mar 31, 26	-221	0.19%
Dynamic Advisor Solutions LLC	56.13K	Mar 31, 26	+10.60K	0.18%
EXCEL SECURITIES & ASSOCIATES, INC.	53.24K	Mar 31, 26	-117.19K	0.17%
Steward Partners Investment Advisory, LLC	48.77K	Mar 31, 26	+4.14K	0.16%
Sequent Planning LLC	45.41K	Mar 31, 26	+1.38K	0.15%
Schwallier Wealth Management LLC	44.16K	Mar 31, 26	-260.95K	0.14%
JONES FINANCIAL COMPANIES LLLP	43.50K	Mar 31, 26	+3.42K	0.14%
Total Clarity Wealth Management, Inc.	42.38K	Mar 31, 26	-100.86K	0.14%
KESTRA PRIVATE WEALTH SERVICES, LLC	39.88K	Mar 31, 26	-33.41K	0.13%
WealthBridge Capital Management, LLC	39.17K	Mar 31, 26	+39.17K	0.13%
Prospera Financial Services Inc	36.48K	Mar 31, 26	+3.67K	0.12%
CITADEL ADVISORS LLC	34.79K	Mar 31, 26	+21.77K	0.11%
Gladstone Institutional Advisory LLC	33.19K	Mar 31, 26	-120.02K	0.11%
Garden State Investment Advisory Services LLC	27.59K	Mar 31, 26	-119.83K	0.09%
PFG Investments, LLC	26.16K	Mar 31, 26	-467	0.08%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	21.27K	Mar 31, 26	-5.09K	0.07%
Pensionmark Financial Group, LLC	21.00K	Mar 31, 26	+1.60K	0.07%
NFP Retirement, Inc.	20.91K	Mar 31, 26	+20.91K	0.07%
Signal Advisors Wealth, LLC	20.78K	Mar 31, 26	-89.28K	0.07%
UBS Group AG	19.54K	Mar 31, 26	+487	0.06%
JANE STREET GROUP, LLC	18.23K	Mar 31, 26	-65.03K	0.06%
Spire Wealth Management	17.70K	Mar 31, 26	--	0.06%
Virtu Financial LLC	13.99K	Mar 31, 26	+13.99K	0.04%
Sowell Financial Services LLC	13.73K	Mar 31, 26	-5.67K	0.04%
Community Bank & Trust, Waco, Texas	10.81K	Mar 31, 26	+892	0.03%
RAYMOND JAMES FINANCIAL INC	10.18K	Mar 31, 26	+10.18K	0.03%
CreativeOne Wealth, LLC	10.00K	Mar 31, 26	--	0.03%
Sequoia Financial Advisors, LLC	9.37K	Mar 31, 26	-457	0.03%
Simplicity Wealth,LLC	8.94K	Mar 31, 26	-33.88K	0.03%
FIFTH THIRD BANCORP	5.20K	Mar 31, 26	+5.20K	0.02%
PRIVATE TRUST CO NA	4.83K	Mar 31, 26	--	0.02%
ST GERMAIN D J CO INC	3.84K	Mar 31, 26	--	0.01%
AE Wealth Management LLC	2.39K	Mar 31, 26	-93	0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.91K	Mar 31, 26	-4.99K	0.01%
HARBOUR INVESTMENTS, INC.	1.21K	Mar 31, 26	+470	0.00%
Golden State Equity Partners	1.00K	Mar 31, 26	+1.00K	0.00%
NewEdge Advisors, LLC	983	Mar 31, 26	--	0.00%
JPMORGAN CHASE & CO	713	Mar 31, 26	+687	0.00%
CWM, LLC	634	Mar 31, 26	--	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	616	Mar 31, 26	--	0.00%
CoreCap Advisors, LLC	537	Mar 31, 26	-2.69K	0.00%
Western Wealth Management, LLC	469	Mar 31, 26	+469	0.00%
EverSource Wealth Advisors, LLC	372	Mar 31, 26	+372	0.00%
GUARDIAN WEALTH ADVISORS, LLC / NC	261	Mar 31, 26	+261	0.00%
Aptus Capital Advisors, LLC	261	Mar 31, 26	-49	0.00%
Wagner Wealth Management, LLC	116	Mar 31, 26	+1	0.00%
Lodestone Wealth Management LLC	92	Mar 31, 26	--	0.00%
IFP Advisors, Inc	73	Mar 31, 26	+73	0.00%
CULLEN/FROST BANKERS, INC.	71	Mar 31, 26	-11.51K	0.00%
FMR LLC	65	Mar 31, 26	--	0.00%
ASSETMARK, INC	59	Mar 31, 26	+59	0.00%
Holos Integrated Wealth LLC	5	Mar 31, 26	+5	0.00%
Westmount Partners, LLC	--	Mar 31, 26	-40.00K	--
GTS SECURITIES LLC	--	Mar 31, 26	-10.58K	--
Capital Analysts, LLC	--	Mar 31, 26	-7.37K	--
IFG Advisory, LLC	--	Mar 31, 26	-11.09K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-24.16K	--
PAX Financial Group, LLC	--	Mar 31, 26	-49.77K	--
MML INVESTORS SERVICES, LLC	--	Mar 31, 26	-16.62K	--
Operose Advisors LLC	--	Mar 31, 26	-1.40K	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-26.34K	--
Federation des caisses Desjardins du Quebec	--	Mar 31, 26	-499.30K	--
PRINCIPAL SECURITIES, INC.	--	Mar 31, 26	-19.00K	--
Arete Wealth Advisors, LLC	--	Mar 31, 26	-44.80K	--
Asset Allocation Strategies LLC	--	Mar 31, 26	-340.54K	--
Empirical Asset Management, LLC	--	Mar 31, 26	-11.14K	--
Concord Wealth Partners	--	Mar 31, 26	-2.94K	--
Alteri Wealth LLC	--	Mar 31, 26	-22.45K	--
Kingsview Wealth Management, LLC	--	Mar 31, 26	-7.32K	--
COMERICA BANK	5.68K	Dec 31, 25	-6.25K	0.02%
Global Retirement Partners, LLC	--	Dec 31, 25	-451	--
AVANTAX ADVISORY SERVICES, INC.	85.40K	Jun 30, 25	+8.40K	0.27%
Elios Financial Group Inc.	51.33K	Jun 30, 25	+5.48K	0.16%
Atria Wealth Solutions, Inc.	31.72K	Jun 30, 25	+6.97K	0.10%
Orion Portfolio Solutions, LLC	20.79K	Mar 31, 25	+20.79K	0.07%
Householder Group Estate & Retirement Specialist, LLC	--	Dec 31, 24	-5.12K	--
Cetera Advisor Networks LLC	167.02K	Mar 31, 24	+167.02K	0.53%
Steward Financial Group LLC	4.42K	Sep 30, 23	+4.42K	0.01%

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Holder

Date

Change

% Held

Invesco Ltd.

13.01M

Mar 31, 26

+10.65M

41.62%

LPL Financial LLC

2.79M

Mar 31, 26

-1.16M

8.93%

Bank of New York Mellon Corp

2.42M

Mar 31, 26

-49.66K

7.74%

BANK OF AMERICA CORP /DE/

679.43K

Mar 31, 26

+536.65K

2.17%

Cetera Investment Advisers

647.32K

Mar 31, 26

-284.39K

2.07%

Petix & Botte Co

646.59K

Mar 31, 26

+45.52K

2.07%

WELLS FARGO & COMPANY/MN

634.89K

Mar 31, 26

+25.78K

2.03%

Scarborough Advisors, LLC

516.44K

Mar 31, 26

-144.99K

1.65%

COMMONWEALTH EQUITY SERVICES, LLC

500.44K

Mar 31, 26

+190.03K

1.60%

Spectrum Investment Advisors, Inc.

482.81K

Mar 31, 26

+28.89K

1.54%

GOLDMAN SACHS GROUP INC

450.86K

Mar 31, 26

+368.48K

1.44%

Private Advisor Group, LLC

283.81K

Mar 31, 26

-386.20K

0.91%

ROYAL BANK OF CANADA

281.79K

Mar 31, 26

-13.49K

0.90%

MORGAN STANLEY

253.16K

Mar 31, 26

+30.00K

0.81%

Econ Financial Services Corp

226.05K

Mar 31, 26

+226.05K

0.72%

Kestra Advisory Services, LLC

203.50K

Mar 31, 26

-5.34K

0.65%

Concurrent Investment Advisors, LLC

168.01K

Mar 31, 26

+16.68K

0.54%

ENVESTNET ASSET MANAGEMENT INC

156.34K

Mar 31, 26

-151.85K

0.50%

Independent Advisor Alliance

149.10K

Mar 31, 26

+149.10K

0.48%

ADVISOR GROUP HOLDINGS, INC.

123.14K

Mar 31, 26

-329.75K

0.39%

Stewardship Advisors, LLC

103.16K

Mar 31, 26

-276.00K

0.33%

Tower Research Capital LLC (TRC)

85.18K

Mar 31, 26

+85.18K

0.27%

VestGen Advisors, LLC

81.77K

Mar 31, 26

-9.88K

0.26%

Cambridge Investment Research Advisors, Inc.

77.13K

Mar 31, 26

-69.35K

0.25%

Integrated Wealth Concepts LLC

67.50K

Mar 31, 26

-151.70K

0.22%

PNC FINANCIAL SERVICES GROUP, INC.

59.64K

Mar 31, 26

-221

0.19%

Dynamic Advisor Solutions LLC

56.13K

Mar 31, 26

+10.60K

0.18%

EXCEL SECURITIES & ASSOCIATES, INC.

53.24K

Mar 31, 26

-117.19K

0.17%

Steward Partners Investment Advisory, LLC

48.77K

Mar 31, 26

+4.14K

0.16%

Sequent Planning LLC

45.41K

Mar 31, 26

+1.38K

0.15%

Schwallier Wealth Management LLC

44.16K

Mar 31, 26

-260.95K

0.14%

JONES FINANCIAL COMPANIES LLLP

43.50K

Mar 31, 26

+3.42K

0.14%

Total Clarity Wealth Management, Inc.

42.38K

Mar 31, 26

-100.86K

0.14%

KESTRA PRIVATE WEALTH SERVICES, LLC

39.88K

Mar 31, 26

-33.41K

0.13%

WealthBridge Capital Management, LLC

39.17K

Mar 31, 26

+39.17K

0.13%

Prospera Financial Services Inc

36.48K

Mar 31, 26

+3.67K

0.12%

CITADEL ADVISORS LLC

34.79K

Mar 31, 26

+21.77K

0.11%

Gladstone Institutional Advisory LLC

33.19K

Mar 31, 26

-120.02K

0.11%

Garden State Investment Advisory Services LLC

27.59K

Mar 31, 26

-119.83K

0.09%

PFG Investments, LLC

26.16K

Mar 31, 26

-467

0.08%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

21.27K

Mar 31, 26

-5.09K

0.07%

Pensionmark Financial Group, LLC

21.00K

Mar 31, 26

+1.60K

0.07%

NFP Retirement, Inc.

20.91K

Mar 31, 26

+20.91K

0.07%

Signal Advisors Wealth, LLC

20.78K

Mar 31, 26

-89.28K

0.07%

UBS Group AG

19.54K

Mar 31, 26

+487

0.06%

JANE STREET GROUP, LLC

18.23K

Mar 31, 26

-65.03K

0.06%

Spire Wealth Management

17.70K

Mar 31, 26

0.06%

Virtu Financial LLC

13.99K

Mar 31, 26

+13.99K

0.04%

Sowell Financial Services LLC

13.73K

Mar 31, 26

-5.67K

0.04%

Community Bank & Trust, Waco, Texas

10.81K

Mar 31, 26

+892

0.03%

RAYMOND JAMES FINANCIAL INC

10.18K

Mar 31, 26

+10.18K

0.03%

CreativeOne Wealth, LLC

10.00K

Mar 31, 26

0.03%

Sequoia Financial Advisors, LLC

9.37K

Mar 31, 26

-457

0.03%

Simplicity Wealth,LLC

8.94K

Mar 31, 26

-33.88K

0.03%

FIFTH THIRD BANCORP

5.20K

Mar 31, 26

+5.20K

0.02%

PRIVATE TRUST CO NA

4.83K

Mar 31, 26

0.02%

ST GERMAIN D J CO INC

3.84K

Mar 31, 26

0.01%

AE Wealth Management LLC

2.39K

Mar 31, 26

-93

0.01%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.91K

Mar 31, 26

-4.99K

0.01%

HARBOUR INVESTMENTS, INC.

1.21K

Mar 31, 26

+470

0.00%

Golden State Equity Partners

1.00K

Mar 31, 26

+1.00K

0.00%

NewEdge Advisors, LLC

983

Mar 31, 26

0.00%

JPMORGAN CHASE & CO

713

Mar 31, 26

+687

0.00%

CWM, LLC

634

Mar 31, 26

0.00%

CREATIVE FINANCIAL DESIGNS INC /ADV

616

Mar 31, 26

0.00%

CoreCap Advisors, LLC

537

Mar 31, 26

-2.69K

0.00%

Western Wealth Management, LLC

469

Mar 31, 26

+469

0.00%

EverSource Wealth Advisors, LLC

372

Mar 31, 26

+372

0.00%

GUARDIAN WEALTH ADVISORS, LLC / NC

261

Mar 31, 26

+261

0.00%

Aptus Capital Advisors, LLC

261

Mar 31, 26

-49

0.00%

Wagner Wealth Management, LLC

116

Mar 31, 26

0.00%

Lodestone Wealth Management LLC

Mar 31, 26

0.00%

IFP Advisors, Inc

Mar 31, 26

+73

0.00%

CULLEN/FROST BANKERS, INC.

Mar 31, 26

-11.51K

0.00%

FMR LLC

Mar 31, 26

0.00%

ASSETMARK, INC

Mar 31, 26

+59

0.00%

Holos Integrated Wealth LLC

Mar 31, 26

0.00%

Westmount Partners, LLC

Mar 31, 26

-40.00K

GTS SECURITIES LLC

Mar 31, 26

-10.58K

Capital Analysts, LLC

Mar 31, 26

-7.37K

IFG Advisory, LLC

Mar 31, 26

-11.09K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-24.16K

PAX Financial Group, LLC

Mar 31, 26

-49.77K

MML INVESTORS SERVICES, LLC

Mar 31, 26

-16.62K

Operose Advisors LLC

Mar 31, 26

-1.40K

Janney Montgomery Scott LLC

Mar 31, 26

-26.34K

Federation des caisses Desjardins du Quebec

Mar 31, 26

-499.30K

PRINCIPAL SECURITIES, INC.

Mar 31, 26

-19.00K

Arete Wealth Advisors, LLC

Mar 31, 26

-44.80K

Asset Allocation Strategies LLC

Mar 31, 26

-340.54K

Empirical Asset Management, LLC

Mar 31, 26

-11.14K

Concord Wealth Partners

Mar 31, 26

-2.94K

Alteri Wealth LLC

Mar 31, 26

-22.45K

Kingsview Wealth Management, LLC

Mar 31, 26

-7.32K

COMERICA BANK

5.68K

Dec 31, 25

-6.25K

0.02%

Global Retirement Partners, LLC

Dec 31, 25

-451

AVANTAX ADVISORY SERVICES, INC.

85.40K

Jun 30, 25

+8.40K

0.27%

Elios Financial Group Inc.

51.33K

Jun 30, 25

+5.48K

0.16%

Atria Wealth Solutions, Inc.

31.72K

Jun 30, 25

+6.97K

0.10%

Orion Portfolio Solutions, LLC

20.79K

Mar 31, 25

+20.79K

0.07%

Householder Group Estate & Retirement Specialist, LLC

Dec 31, 24

-5.12K

Cetera Advisor Networks LLC

167.02K

Mar 31, 24

+167.02K

0.53%

Steward Financial Group LLC

4.42K

Sep 30, 23

+4.42K

0.01%