Ownership history in Sequent Planning LLC · 5 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 (SPVU). 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 | 12,383 | +8,577 | +225.4% | 0.18% | $707K | $57.09 |
| 2025 Q3 | REDUCED | 3,806 | -3,332 | -46.7% | 0.06% | $209K | $54.52 |
| 2024 Q3 | REDUCED | 7,138 | -7,710 | -51.9% | 0.12% | $355K | $48.18 |
| 2024 Q2 | ADDED | 14,848 | +2,884 | +24.1% | 0.24% | $710K | $45.99 |
| 2024 Q1 | INITIATED | 11,964 | — | — | 0.22% | $597K | — |
As of 2025 Q4 — sorted by position size