Sequoia Financial Advisors, LLC XSLV — INVESCO EXCH TRADED FD TR II

Ownership history in Sequoia Financial Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported INVESCO EXCH TRADED FD TR II (XSLV) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q4. The latest visible filing shows XSLV at 0.00% 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 XSLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, 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 Q2

XSLV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 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 Q2

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.

XSLV stock page Sequoia Financial Advisors, LLC fund profile Sequoia Financial Advisors, LLC full holdings
How Sequoia Financial Advisors, LLC held XSLV — position size vs. price
% of Fund (quarterly)    XSLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 14,255 -1,689 -10.6% 0.00% $747K 2026-07-17 $53.87
2026 Q1 REDUCED 11.0% +11.4% ❌ 15,944 -1,965 -11.0% 0.00% $753K 2026-04-30 $49.65
2025 Q4 REDUCED 19.9% +2.5% ❌ 17,909 -4,442 -19.9% 0.00% $830K 2026-02-03 $48.16
2025 Q3 REDUCED 27.9% +1.8% ❌ 22,351 -8,634 -27.9% 0.01% $1.0M 2025-10-29 $44.12
2025 Q2 REDUCED 66.5% +1.8% ❌ 30,985 -61,405 -66.5% 0.01% $1.4M 2025-07-25 $44.91
2025 Q1 REDUCED 29.3% -0.7% ✅ 92,390 -38,201 -29.3% 0.03% $4.3M 2025-04-23 $42.95
2024 Q4 INITIATED — — — 130,591 — — 0.06% $6.2M 2025-02-07 $46.02

🏢 Other funds also holding XSLV

As of 2026 Q2 — sorted by position size

Armbruster Capital Management, Inc. 3Y 7Y 2.08% TopTier Wealth Management, LLC 0.21% Brookstone Capital Management 3Y 7Y 0.09% McNaughton Wealth Management, LLC 3Y 0.09% RDA Financial Network 3Y 7Y 0.05% BALDWIN WEALTH PARTNERS LLC/MA 3Y 7Y 0.04% American Financial Advisors, LLC 3Y 7Y 0.04% Berman McAleer LLC 0.03% SteelPeak Wealth, LLC 3Y 0.01% City State Bank 3Y 0.01%

FAQ About Sequoia Financial Advisors, LLC and XSLV

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

How long has Sequoia Financial Advisors, LLC reported owning XSLV?

Sequoia Financial Advisors, LLC reported XSLV across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported XSLV position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for XSLV was 0.06% in 2024 Q4.

What is the latest reported XSLV position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 14,255 shares, equal to 0.00% of portfolio, with an estimated market value of $747K.

What does the chart on this XSLV ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly XSLV 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.

How well did Sequoia Financial Advisors, LLC time their XSLV position?

Based on 13F filing dates vs. subsequent XSLV price moves, Sequoia Financial Advisors, LLC correctly timed 1 out of 6 reported position changes (17%). The annualised alpha on XSLV relative to SPY over the holding period was -5.6%.

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