INVESCO EXCHANGE TRADED FD T

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

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 151,766 Value ($000) $29,072 Avg Close Range
Q3 2025
Shares 177,324 Value ($000) $33,638 Avg Close Range
Q2 2025
Shares 170,894 Value ($000) $31,058 Avg Close Range
Q1 2025
Shares 147,266 Value ($000) $25,511 Avg Close Range
Q4 2024
Shares 51,983 Value ($000) $9,109 Avg Close Range
Q3 2024
Shares 43,283 Value ($000) $7,755 Avg Close Range
Q2 2024
Shares 41,796 Value ($000) $6,866 Avg Close Range
Q1 2024
Shares 35,909 Value ($000) $6,082 Avg Close Range
Q4 2023
Shares 34,430 Value ($000) $5,433 Avg Close Range
Q3 2023
Shares 59,595 Value ($000) $8,444 Avg Close Range
Q2 2023
Shares 58,699 Value ($000) $8,784 Avg Close Range