INVESCO EXCHANGE TRADED FD T

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

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q2 2025
Shares 49,466 Value ($000) $8,990 Avg Close — Range —
Q1 2025
Shares 49,107 Value ($000) $8,507 Avg Close — Range —
Q3 2024
Shares 1,190 Value ($000) $213 Avg Close — Range —
Q1 2024
Shares 2,214 Value ($000) $375 Avg Close — Range —
Q4 2023
Shares 2,214 Value ($000) $349 Avg Close — Range —
Q3 2023
Shares 2,755 Value ($000) $390 Avg Close — Range —
Q2 2023
Shares 2,755 Value ($000) $412 Avg Close — Range —
Q1 2023
Shares 5,441 Value ($000) $787 Avg Close — Range —
Q4 2022
Shares 5,759 Value ($000) $813 Avg Close — Range —