GOVI β€” POWERSHARES 1-30 LADDERED TREASURY PORTFOLIO

Ownership history in Sowell Financial Services LLC  Β·  13 quarters on record

AI Ownership Summary

Sowell Financial Services LLC reported POWERSHARES 1-30 LADDERED TREASURY PORTFOLIO (GOVI) in 13 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows GOVI at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GOVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sowell Financial Services LLC's position in POWERSHARES 1-30 LADDERED TREASURY PORTFOLIO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GOVI was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sowell Financial Services LLC held GOVI β€” position size vs. price
% of Fund (quarterly)    GOVI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 13,731 -5,673 -29.2% 0.01% $375K 2026-04-20 $27.39
2025 Q4 ADDED 19,404 +2,912 +17.7% 0.02% $535K 2026-01-21 $27.18
2025 Q3 ADDED 16,492 +25 +0.2% 0.02% $458K 2025-10-17 $27.61
2025 Q2 ADDED 16,467 +1,234 +8.1% 0.02% $452K 2025-07-14 $26.17
2025 Q1 ADDED 15,233 +3,781 +33.0% 0.02% $424K 2025-04-17 $26.21
2024 Q4 ADDED 11,452 +10,345 +934.5% 0.02% $310K 2025-02-07 $26.14
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Sowell Financial Services LLC and GOVI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sowell Financial Services LLC reported owning GOVI?

Sowell Financial Services LLC reported GOVI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GOVI position in Sowell Financial Services LLC's portfolio?

The largest reported portfolio weight for GOVI was 0.02% in 2025 Q4.

What is the latest reported GOVI position on this page?

The most recent filing on this page is 2026 Q1, when Sowell Financial Services LLC reported 13,731 shares, equal to 0.01% of portfolio, with an estimated market value of $375K.

What does the chart on this GOVI ownership page compare?

The chart compares Sowell Financial Services LLC's quarterly GOVI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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