INVESCO EXCHANGE TRADED FD T

Ticker: XMMO CUSIP: 46137V464 Class: S&P MDCP MOMNTUM

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 9,714 Value ($000) $1,345 Avg Close — Range —
Q3 2025
Shares 9,575 Value ($000) $1,295 Avg Close — Range —
Q2 2025
Shares 9,322 Value ($000) $1,199 Avg Close — Range —
Q1 2025
Shares 7,369 Value ($000) $838 Avg Close — Range —
Q4 2024
Shares 7,374 Value ($000) $911 Avg Close — Range —