INVESCO EXCHANGE TRADED FD T

Ticker: RSP CUSIP: 46137V357 Class: S&P500 EQL WGT

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

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

Q4 2024
Shares 2,511 Value ($000) $440 Avg Close — Range —
Q3 2024
Shares 2,361 Value ($000) $423 Avg Close — Range —