Sequent Planning’s Invesco S&P 500 Enhanced Value ETF SPVU Stock Holding History

Sequent Planning’s Portfolio SPVU Stock Details SPVU Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$209K	Buy
2024 Q4	–	Sell
2024 Q3	$355K	Sell
2024 Q2	$710K	Buy
2024 Q1	$597K	Buy