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IEQ Capital’s Univest Financial UVSP Stock Holding History

IEQ Capital’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$377K Buy
12,541
+4,467
+55% +$134K ﹤0.01% 1291
2025
Q1 		$229K Buy
+8,074
New +$229K ﹤0.01% 1311