INVESCO EXCHANGE TRADED FD T

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

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025
Shares 54,499 Value ($000) $10,440 Avg Close — Range —
Q3 2025
Shares 52,225 Value ($000) $9,907 Avg Close — Range —
Q2 2025
Shares 55,148 Value ($000) $10,023 Avg Close — Range —
Q1 2025
Shares 42,708 Value ($000) $7,398 Avg Close — Range —
Q4 2024
Shares 31,782 Value ($000) $5,569 Avg Close — Range —
Q3 2024
Shares 27,005 Value ($000) $4,838 Avg Close — Range —
Q1 2024
Shares 24,294 Value ($000) $3,996 Avg Close — Range —
Q4 2023
Shares 24,032 Value ($000) $3,792 Avg Close — Range —
Q2 2023
Shares 18,564 Value ($000) $2,866 Avg Close — Range —
Q1 2023
Shares 16,041 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 16,041 Value ($000) $2,266 Avg Close — Range —
Q3 2022
Shares 16,041 Value ($000) $2,042 Avg Close — Range —
Q2 2022
Shares 16,041 Value ($000) $2,153 Avg Close — Range —