INVESCO EXCHANGE TRADED FD T

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

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 42,215 Value ($000) $2,503 Avg Close — Range —
Q3 2025
Shares 42,778 Value ($000) $2,461 Avg Close — Range —
Q2 2025
Shares 35,105 Value ($000) $1,829 Avg Close — Range —
Q1 2025
Shares 41,964 Value ($000) $1,931 Avg Close — Range —
Q4 2024
Shares 64,335 Value ($000) $3,214 Avg Close — Range —
Q3 2024
Shares 57,471 Value ($000) $2,732 Avg Close — Range —
Q2 2024
Shares 54,695 Value ($000) $2,502 Avg Close — Range —
Q1 2024
Shares 55,080 Value ($000) $2,321 Avg Close — Range —
Q4 2023
Shares 32,646 Value ($000) $1,231 Avg Close — Range —