INVESCO EXCHANGE TRADED FD T

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

SARD WEALTH MANAGEMENT GROUP, LLC's Holding History (CIK: 0002010095)

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

Q4 2025
Shares 90,081 Value ($000) $17,256 Avg Close Range
Q3 2025
Shares 89,321 Value ($000) $16,944 Avg Close Range
Q2 2025
Shares 87,811 Value ($000) $15,959 Avg Close Range
Q1 2025
Shares 86,710 Value ($000) $15,021 Avg Close Range
Q4 2024
Shares 84,925 Value ($000) $14,881 Avg Close Range
Q3 2024
Shares 84,950 Value ($000) $15,220 Avg Close Range
Q2 2024
Shares 84,267 Value ($000) $13,843 Avg Close Range
Q1 2024
Shares 26,733 Value ($000) $4,528 Avg Close Range
Q4 2023
Shares 20,651 Value ($000) $3,259 Avg Close Range