INVESCO EXCHANGE TRADED FD T

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

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q3 2024
Shares 5,807 Value ($000) $219 Avg Close — Range —
Q2 2024
Shares 5,803 Value ($000) $213 Avg Close — Range —
Q1 2024
Shares 5,799 Value ($000) $204 Avg Close — Range —
Q2 2022
Shares 1,280 Value ($000) $303 Avg Close — Range —
Q1 2022
Shares 1,300 Value ($000) $376 Avg Close — Range —
Q4 2021
Shares 1,300 Value ($000) $421 Avg Close — Range —
Q3 2021
Shares 1,102 Value ($000) $318 Avg Close — Range —
Q2 2021
Shares 1,211 Value ($000) $351 Avg Close — Range —
Q1 2021
Shares 1,211 Value ($000) $327 Avg Close — Range —
Q4 2020
Shares 1,102 Value ($000) $279 Avg Close — Range —
Q3 2020
Shares 1,338 Value ($000) $282 Avg Close — Range —
Q2 2020
Shares 1,580 Value ($000) $315 Avg Close — Range —
Q1 2020
Shares 1,632 Value ($000) $260 Avg Close — Range —
Q4 2019
Shares 1,537 Value ($000) $304 Avg Close — Range —