INVESCO EXCHANGE TRADED FD T

Ticker: SPGP CUSIP: 46137V431 Class: S&P 500 GARP ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 4,772 Value ($000) $543 Avg Close — Range —
Q3 2025
Shares 4,769 Value ($000) $542 Avg Close — Range —
Q2 2025
Shares 4,767 Value ($000) $513 Avg Close — Range —
Q1 2025
Shares 5,704 Value ($000) $570 Avg Close — Range —
Q4 2024
Shares 5,992 Value ($000) $628 Avg Close — Range —
Q3 2024
Shares 7,000 Value ($000) $733 Avg Close — Range —
Q2 2024
Shares 4,961 Value ($000) $510 Avg Close — Range —
Q1 2024
Shares 6,105 Value ($000) $650 Avg Close — Range —
Q4 2023
Shares 5,900 Value ($000) $578 Avg Close — Range —
Q3 2023
Shares 6,023 Value ($000) $550 Avg Close — Range —