INVESCO EXCHANGE TRADED FD T

Ticker: CSD CUSIP: 46137V159 Class: S&P SPIN OFF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 15,801 Value ($000) $1,576 Avg Close Range
Q3 2025
Shares 16,011 Value ($000) $1,491 Avg Close Range
Q2 2025
Shares 16,058 Value ($000) $1,347 Avg Close Range
Q1 2025
Shares 16,225 Value ($000) $1,217 Avg Close Range
Q4 2024
Shares 16,315 Value ($000) $1,340 Avg Close Range
Q3 2024
Shares 16,369 Value ($000) $1,315 Avg Close Range
Q2 2024
Shares 16,369 Value ($000) $1,140 Avg Close Range
Q1 2024
Shares 16,369 Value ($000) $1,162 Avg Close Range
Q4 2023
Shares 16,459 Value ($000) $1,061 Avg Close Range
Q3 2023
Shares 17,576 Value ($000) $985 Avg Close Range
Q2 2023
Shares 17,740 Value ($000) $1,008 Avg Close Range
Q1 2023
Shares 18,310 Value ($000) $1,036 Avg Close Range
Q4 2022
Shares 18,310 Value ($000) $959 Avg Close Range
Q3 2022
Shares 18,366 Value ($000) $875 Avg Close Range
Q2 2022
Shares 18,366 Value ($000) $917 Avg Close Range
Q1 2022
Shares 18,366 Value ($000) $1,103 Avg Close Range
Q4 2021
Shares 18,366 Value ($000) $1,142 Avg Close Range
Q3 2021
Shares 18,366 Value ($000) $1,154 Avg Close Range
Q2 2021
Shares 18,366 Value ($000) $1,185 Avg Close Range
Q1 2021
Shares 18,366 Value ($000) $1,155 Avg Close Range
Q4 2020
Shares 18,456 Value ($000) $1,023 Avg Close Range
Q3 2020
Shares 19,672 Value ($000) $854 Avg Close Range
Q2 2020
Shares 20,358 Value ($000) $767 Avg Close Range
Q1 2020
Shares 20,278 Value ($000) $577 Avg Close Range
Q4 2019
Shares 24,275 Value ($000) $1,227 Avg Close Range
Q3 2019
Shares 24,275 Value ($000) $1,127 Avg Close Range
Q2 2019
Shares 24,275 Value ($000) $1,211 Avg Close Range
Q1 2019
Shares 26,197 Value ($000) $1,319 Avg Close Range
Q4 2018
Shares 26,932 Value ($000) $1,141 Avg Close Range