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Invesco Exchng Traded Fd Tr s&p 500 enhncd shares owned by Sequent Planning

Quarter-by-quarter ownership of Invesco Exchng Traded Fd Tr s&p 500 enhncd (SPVU) shares owned by Sequent Planning from 13F filings

Historical chart of Sequent Planning investment in Invesco Exchng Traded Fd Tr s&p 500 enhncd

Tip: Access up to 7 years of quarterly data

All positions including Invesco Exchng Traded Fd Tr s&p 500 enhncd held by Sequent Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Exchng Traded Fd Tr s&p 500 enhncd by Sequent Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $710k 15k 47.82
2024-03-31 $597k 12k 49.86

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First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)
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Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Sequent Planning

Top funds holding Invesco Exchng Traded Fd Tr s&p 500 enhncd

LPL Financial
Bank of America Corporation
Clear Creek Financial Management
Armbruster Capital Management
Invesco
Fis
Cambridge Investment Research Advisors
Koss-Olinger Consulting
Jane Street
Arrowroot Family Office
Sequent Planning
Envestnet Asset Management
Lee Munder Capital Group
Branch Banking & Trust Company
Streettalk Advisors

View all funds holding Invesco Exchng Traded Fd Tr s&p 500 enhncd