Williams & Novak Wealth Management, LLC GOVI — INVESCO EXCH TRADED FD TR II

Ownership history in Williams & Novak Wealth Management, LLC  ·  1 quarter on record

AI Ownership Summary

Williams & Novak Wealth Management, LLC reported INVESCO EXCH TRADED FD TR II (GOVI) in 1 quarterly 13F filing from 2026 Q3 through 2026 Q3. Peak portfolio weight reached 0.32% in 2026 Q3. The latest visible filing shows GOVI at 0.32% 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.

What this GOVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Williams & Novak Wealth Management, LLC's position in INVESCO EXCH TRADED FD TR II, 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 Q3

GOVI was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2026 Q3

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

Time in book
Holding Window
2026 Q3 to 2026 Q3

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 Williams & Novak Wealth Management, LLC held GOVI — position size vs. price
% of Fund (quarterly)    GOVI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 INITIATED — — — 24,600 — — 0.32% $549K 2026-10-09 $25.38

🏢 Other funds also holding GOVI

As of 2026 Q3 — sorted by position size

Crumly & Associates Inc. 3Y 0.16% FINANCIAL MANAGEMENT NETWORK INC 3Y 0.11% CoreCap Advisors, LLC 3Y 0.01%

FAQ About Williams & Novak Wealth Management, 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 Williams & Novak Wealth Management, LLC reported owning GOVI?

Williams & Novak Wealth Management, LLC reported GOVI across 1 quarterly 13F filings, from 2026 Q3 through 2026 Q3.

What was the largest reported GOVI position in Williams & Novak Wealth Management, LLC's portfolio?

The largest reported portfolio weight for GOVI was 0.32% in 2026 Q3.

What is the latest reported GOVI position on this page?

The most recent filing on this page is 2026 Q3, when Williams & Novak Wealth Management, LLC reported 24,600 shares, equal to 0.32% of portfolio, with an estimated market value of $549K.

What does the chart on this GOVI ownership page compare?

The chart compares Williams & Novak Wealth Management, 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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