INVESCO EXCHANGE TRADED FD T

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

Baron Financial Group, LLC's Holding History (CIK: 0001832093)

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

Q4 2025
Shares 18,565 Value ($000) $2,114 Avg Close — Range —
Q3 2025
Shares 18,610 Value ($000) $2,114 Avg Close — Range —
Q2 2025
Shares 18,640 Value ($000) $2,008 Avg Close — Range —
Q1 2025
Shares 18,335 Value ($000) $1,831 Avg Close — Range —
Q4 2024
Shares 18,232 Value ($000) $1,912 Avg Close — Range —
Q3 2024
Shares 18,187 Value ($000) $1,904 Avg Close — Range —
Q2 2024
Shares 18,277 Value ($000) $1,879 Avg Close — Range —
Q1 2024
Shares 17,690 Value ($000) $1,884 Avg Close — Range —
Q4 2023
Shares 17,374 Value ($000) $1,703 Avg Close — Range —
Q3 2023
Shares 17,049 Value ($000) $1,556 Avg Close — Range —
Q2 2023
Shares 16,333 Value ($000) $1,483 Avg Close — Range —
Q1 2023
Shares 14,498 Value ($000) $1,237 Avg Close — Range —