INVESCO EXCHANGE TRADED FD T

Ticker: RSPT CUSIP: 46137V282 Class: S&P500 EQL TEC

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 13,574 Value ($000) $618 Avg Close — Range —
Q2 2025
Shares 13,349 Value ($000) $544 Avg Close — Range —
Q1 2025
Shares 13,730 Value ($000) $470 Avg Close — Range —
Q4 2024
Shares 15,869 Value ($000) $594 Avg Close — Range —
Q3 2024
Shares 17,423 Value ($000) $657 Avg Close — Range —
Q2 2024
Shares 498,458 Value ($000) $18,273 Avg Close — Range —
Q1 2024
Shares 472,434 Value ($000) $16,625 Avg Close — Range —
Q4 2023
Shares 48,814 Value ($000) $1,593 Avg Close — Range —
Q3 2023
Shares 54,081 Value ($000) $1,522 Avg Close — Range —
Q2 2023
Shares 10,110 Value ($000) $1,604 Avg Close — Range —
Q1 2023
Shares 1,090 Value ($000) $318 Avg Close — Range —
Q4 2022
Shares 812 Value ($000) $197 Avg Close — Range —
Q2 2022
Shares 750 Value ($000) $177 Avg Close — Range —
Q1 2022
Shares 836 Value ($000) $242 Avg Close — Range —