INVESCO EXCHANGE TRADED FD T

Ticker: PSP CUSIP: 46137V118 Class: GBL LISTED PVT

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 105,293 Value ($000) $7,062 Avg Close — Range —
Q3 2025
Shares 108,854 Value ($000) $7,513 Avg Close — Range —
Q2 2025
Shares 73,550 Value ($000) $5,064 Avg Close — Range —