INVESCO EXCHANGE TRADED FD T

Ticker: XLG CUSIP: 46137V233 Class: S&P 500 TOP 50

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

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

Q4 2025
Shares 50,048 Value ($000) $2,967 Avg Close Range
Q3 2025
Shares 51,744 Value ($000) $2,976 Avg Close Range
Q2 2025
Shares 54,910 Value ($000) $2,861 Avg Close Range
Q1 2025
Shares 76,939 Value ($000) $3,541 Avg Close Range
Q4 2024
Shares 78,536 Value ($000) $3,924 Avg Close Range
Q3 2024
Shares 72,005 Value ($000) $3,422 Avg Close Range
Q2 2024
Shares 56,014 Value ($000) $2,563 Avg Close Range
Q1 2024
Shares 56,048 Value ($000) $2,361 Avg Close Range
Q4 2023
Shares 55,465 Value ($000) $2,092 Avg Close Range
Q3 2023
Shares 59,251 Value ($000) $2,012 Avg Close Range
Q2 2023
Shares 5,958 Value ($000) $2,084 Avg Close Range
Q1 2023
Shares 6,109 Value ($000) $1,897 Avg Close Range
Q4 2022
Shares 6,108 Value ($000) $1,686 Avg Close Range
Q3 2022
Shares 6,208 Value ($000) $1,671 Avg Close Range
Q2 2022
Shares 6,227 Value ($000) $1,785 Avg Close Range
Q1 2022
Shares 6,227 Value ($000) $2,189 Avg Close Range
Q4 2021
Shares 6,226 Value ($000) $2,298 Avg Close Range
Q3 2021
Shares 6,226 Value ($000) $2,055 Avg Close Range
Q2 2021
Shares 6,225 Value ($000) $2,026 Avg Close Range
Q1 2021
Shares 6,225 Value ($000) $1,846 Avg Close Range
Q4 2020
Shares 6,248 Value ($000) $1,782 Avg Close Range
Q3 2020
Shares 6,148 Value ($000) $1,610 Avg Close Range
Q2 2020
Shares 6,147 Value ($000) $1,462 Avg Close Range
Q1 2020
Shares 5,929 Value ($000) $1,159 Avg Close Range
Q4 2019
Shares 6,020 Value ($000) $1,405 Avg Close Range
Q3 2019
Shares 6,020 Value ($000) $1,279 Avg Close Range
Q2 2019
Shares 6,220 Value ($000) $1,305 Avg Close Range
Q1 2019
Shares 6,285 Value ($000) $1,275 Avg Close Range
Q4 2018
Shares 6,541 Value ($000) $1,176 Avg Close Range