INVESCO EXCHANGE TRADED FD T

Ticker: EQWL CUSIP: 46137V449 Class: S&P 100 EQL WIGH

BALANCED WEALTH GROUP LLC's Holding History (CIK: 0002009783)

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

Q4 2025
Shares 5,964 Value ($000) $687 Avg Close — Range —
Q3 2025
Shares 5,939 Value ($000) $659 Avg Close — Range —
Q2 2025
Shares 5,939 Value ($000) $652 Avg Close — Range —
Q1 2025
Shares 5,915 Value ($000) $610 Avg Close — Range —
Q4 2024
Shares 5,885 Value ($000) $626 Avg Close — Range —
Q3 2024
Shares 5,858 Value ($000) $599 Avg Close — Range —
Q2 2024
Shares 5,830 Value ($000) $549 Avg Close — Range —
Q1 2024
Shares 5,801 Value ($000) $542 Avg Close — Range —