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Disclosery

GOVI INVESCO EXCH TRADED FD TR II

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EQUAL WEGT 0-30 (fund)

76 managers (77 13F filers) reported a position in GOVI shares at 2026-03-31, 25,627,877 shares in all. 14 filers opened a position and 20 filers sold out during the quarter.

Managers
76
13F filers
77
New
14
Added
20
Reduced
34
Sold out
20
Shares held by filers
25,627,877

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Invesco Ltd.in group Invesco Ltd.13,008,280$355M0.03%+10,646,70813F-HRTimelineGroup
LPL Financial LLC2,791,880$76.2M0.02%-1,161,21213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,417,467$65.9M0.01%-49,66013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/679,428$18.5M<0.01%+536,65013F-HRTimelineGroup
Cetera Investment Advisers647,324$17.7M0.02%-284,38813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN634,893$17.3M<0.01%+25,78413F-HR/ATimelineGroup
Scarborough Advisors, LLC516,440$14.1M1.54%-144,98613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC500,435$13.7M0.02%+190,03113F-HRTimeline
Spectrum Investment Advisors, Inc.482,813$13.2M6.54%+28,89513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC450,858$12.3M<0.01%+368,48313F-HRTimelineGroup
Petix & Botte Co323,296$8.82M1.96%-277,77313F-HRTimeline
Private Advisor Group, LLC283,811$7.74M0.04%-386,20213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA281,793$7.69M<0.01%-13,49513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY253,155$6.91M<0.01%+30,00313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding243,371$6.64M-38,747Timeline
Econ Financial Services Corp226,050$6.17M2.86%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…168,010$4.58M0.05%+16,68313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC156,340$4.26M<0.01%-151,85413F-HRTimelineGroup
Independent Advisor Alliance149,096$4.07M0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.123,143$3.36M<0.01%-329,75413F-HRTimelineGroup
Stewardship Advisors, LLC103,156$2.81M0.65%-276,00013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…85,182$2.32M0.06%new13F-HRTimelineGroup
VestGen Advisors, LLC81,772$2.21M0.06%-9,88113F-HRTimeline
Cambridge Investment Research Advisors,…77,134$2.1M0.01%-69,35213F-HRTimeline
Integrated Wealth Concepts LLC67,499$1.84M0.01%-151,69813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…59,639$1.63M<0.01%-22113F-HRTimelineGroup
Dynamic Advisor Solutions LLC56,129$1.53M0.05%+10,59713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC53,237$1.45M0.18%-117,18513F-HRTimeline
Wealthspire Retirement, LLC20,912$1.34M0.08%new13F-HRTimeline
Steward Partners Investment Advisory, L…48,765$1.33M0.01%+4,14213F-HRTimeline
Sequent Planning LLC45,410$1.24M0.3%+1,37513F-HRTimeline
Schwallier Wealth Management LLC44,161$1.2M0.88%-260,95513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP43,496$1.17M<0.01%+3,41513F-HRTimelineGroup
Curry Webb Wealth Management LLC42,958$1.17M0.55%-78,66013F-HRTimeline
Total Clarity Wealth Management, Inc.42,380$1.16M0.27%-100,86313F-HRTimeline
WealthBridge Capital Management, LLC39,173$1.07M0.25%new13F-HRTimeline
Prospera Financial Services Inc36,477$995K0.02%+3,67113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,792$949K<0.01%+21,76913F-HRTimelineGroup
Gladstone Institutional Advisory LLC33,190$905K0.03%-120,02113F-HRTimeline
Garden State Investment Advisory Servic…27,587$753K0.18%-119,83513F-HRTimeline
PFG Investments, LLC26,157$714K0.03%-46713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,267$581K<0.01%-5,09313F-HRTimeline
World Investment Advisors20,998$573K0.01%+1,60013F-HRTimeline
Signal Advisors Wealth, LLC20,783$567K0.04%-89,28413F-HRTimeline
UBS Group AGin group UBS Group AG19,541$533K<0.01%+48713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,234$497K<0.01%-65,03313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management17,700$483K0.02%013F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC13,992$382K0.02%new13F-HRTimelineGroup
Sowell Financial Services LLC13,731$375K0.01%-5,67313F-HRTimeline
Community Bank & Trust, Waco, Texas10,807$295K0.06%+89213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,179$278K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,000$273K0.01%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC9,369$256K<0.01%-45713F-HRTimeline
Simplicity Wealth,LLC8,937$244K0.01%-33,88213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,204$142K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA4,831$132K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,844$105K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC2,390$65.2K<0.01%-9313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,913$52.2K<0.01%-4,99013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,210$33K<0.01%+47013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,000$27.3K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC983$26.8K<0.01%013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO713$19.4K<0.01%+68713F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC634$17.3K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV616$16.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC537$14.6K<0.01%-2,68713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…372$10.1K<0.01%new13F-HR/ATimelineGroup
Aptus Capital Advisors, LLC261$7.12K<0.01%-4913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC261$7.12K<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC116$3.17K<0.01%+113F-HRTimeline
Lodestone Wealth Management LLC92$2.51K<0.01%013F-HR/ATimeline
IFP Advisors, Inc73$1.99K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.71$1.93K<0.01%-11,51213F-HRTimelineGroup
FMR LLCin group FMR LLC65$1.78K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC59$1.61K<0.01%new13F-HRTimelineGroup
Holos Integrated Wealth LLC5$136<0.01%new13F-HRTimeline