Ownership history in Sequent Planning LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Sequent Planning LLC reported a position in INVESCO EXCH TRADED FD TR II (GOVI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 44,035 | +2,837 | +6.9% | 0.31% | $1.2M | $27.38 |
| 2025 Q3 | ADDED | 41,198 | +2,431 | +6.3% | 0.32% | $1.1M | $27.33 |
| 2025 Q2 | ADDED | 38,767 | +3,318 | +9.4% | 0.34% | $1.1M | $26.79 |
| 2025 Q1 | REDUCED | 35,449 | -9,761 | -21.6% | 0.36% | $986K | $26.87 |
| 2024 Q4 | REDUCED | 45,210 | -536 | -1.2% | 0.45% | $1.2M | $25.87 |
| 2024 Q3 | REDUCED | 45,746 | -39,492 | -46.3% | 0.46% | $1.3M | $27.57 |
| 2024 Q2 | ADDED | 85,238 | +4,492 | +5.6% | 0.79% | $2.3M | $25.95 |
| 2024 Q1 | INITIATED | 80,746 | — | — | 0.82% | $2.3M | — |
As of 2025 Q4 — sorted by position size