INVESCO EXCHANGE TRADED FD T

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

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 36,094 Value ($000) $2,140 Avg Close — Range —
Q3 2025
Shares 36,985 Value ($000) $2,127 Avg Close — Range —
Q2 2025
Shares 37,552 Value ($000) $1,956 Avg Close — Range —
Q1 2025
Shares 37,875 Value ($000) $1,743 Avg Close — Range —
Q4 2024
Shares 38,747 Value ($000) $1,936 Avg Close — Range —
Q3 2024
Shares 39,404 Value ($000) $1,873 Avg Close — Range —
Q2 2024
Shares 39,507 Value ($000) $1,807 Avg Close — Range —
Q1 2024
Shares 39,474 Value ($000) $1,663 Avg Close — Range —
Q4 2023
Shares 39,513 Value ($000) $1,490 Avg Close — Range —
Q3 2023
Shares 37,514 Value ($000) $1,274 Avg Close — Range —
Q2 2023
Shares 3,831 Value ($000) $1,340 Avg Close — Range —
Q1 2023
Shares 3,830 Value ($000) $1,189 Avg Close — Range —
Q4 2022
Shares 3,647 Value ($000) $1,006 Avg Close — Range —
Q3 2022
Shares 4,334 Value ($000) $1,166 Avg Close — Range —
Q2 2022
Shares 4,253 Value ($000) $1,219 Avg Close — Range —
Q1 2022
Shares 4,282 Value ($000) $1,505 Avg Close — Range —
Q4 2021
Shares 3,806 Value ($000) $1,405 Avg Close — Range —
Q3 2021
Shares 3,620 Value ($000) $1,195 Avg Close — Range —
Q2 2021
Shares 2,643 Value ($000) $860 Avg Close — Range —
Q1 2021
Shares 2,402 Value ($000) $712 Avg Close — Range —
Q4 2020
Shares 2,270 Value ($000) $648 Avg Close — Range —
Q3 2020
Shares 1,834 Value ($000) $480 Avg Close — Range —
Q2 2020
Shares 1,252 Value ($000) $298 Avg Close — Range —