INVESCO EXCHANGE TRADED FD T

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

Cyndeo Wealth Partners, LLC's Holding History (CIK: 0001950947)

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

Q4 2025
Shares 15,142 Value ($000) $898 Avg Close Range
Q3 2025
Shares 15,207 Value ($000) $875 Avg Close Range
Q2 2025
Shares 15,103 Value ($000) $787 Avg Close Range
Q1 2025
Shares 14,999 Value ($000) $690 Avg Close Range
Q4 2024
Shares 15,382 Value ($000) $768 Avg Close Range
Q3 2024
Shares 18,177 Value ($000) $864 Avg Close Range