INVESCO EXCHANGE TRADED FD T

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

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 5,407 Value ($000) $1,036 Avg Close Range
Q3 2025
Shares 5,299 Value ($000) $1,005 Avg Close Range
Q2 2025
Shares 5,365 Value ($000) $975 Avg Close Range
Q1 2025
Shares 5,251 Value ($000) $910 Avg Close Range
Q4 2024
Shares 5,514 Value ($000) $966 Avg Close Range
Q3 2024
Shares 6,590 Value ($000) $1,181 Avg Close Range
Q2 2024
Shares 6,096 Value ($000) $1,001 Avg Close Range
Q1 2024
Shares 6,084 Value ($000) $1,030 Avg Close Range
Q4 2023
Shares 6,194 Value ($000) $977 Avg Close Range
Q3 2023
Shares 5,782 Value ($000) $819 Avg Close Range
Q2 2023
Shares 5,937 Value ($000) $888 Avg Close Range
Q1 2023
Shares 6,334 Value ($000) $916 Avg Close Range
Q4 2022
Shares 6,749 Value ($000) $953 Avg Close Range
Q3 2022
Shares 6,844 Value ($000) $871 Avg Close Range
Q2 2022
Shares 6,360 Value ($000) $854 Avg Close Range
Q1 2022
Shares 5,581 Value ($000) $880 Avg Close Range
Q4 2021
Shares 5,049 Value ($000) $822 Avg Close Range
Q3 2021
Shares 5,052 Value ($000) $757 Avg Close Range
Q2 2021
Shares 5,284 Value ($000) $796 Avg Close Range
Q1 2021
Shares 5,624 Value ($000) $797 Avg Close Range
Q4 2020
Shares 6,137 Value ($000) $783 Avg Close Range
Q3 2020
Shares 8,544 Value ($000) $924 Avg Close Range
Q2 2020
Shares 8,459 Value ($000) $861 Avg Close Range
Q1 2020
Shares 4,940 Value ($000) $415 Avg Close Range
Q4 2019
Shares 5,438 Value ($000) $629 Avg Close Range