INVESCO EXCHANGE TRADED FD T

Ticker: XMHQ CUSIP: 46137V472 Class: Exchange Traded Fund

Wealthspire Retirement, LLC's Holding History (CIK: 0002040084)

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

Q4 2025
Shares 142,002 Value ($000) $14,544 Avg Close — Range —
Q3 2025
Shares 137,114 Value ($000) $14,391 Avg Close — Range —
Q2 2025
Shares 129,331 Value ($000) $12,705 Avg Close — Range —
Q1 2025
Shares 125,085 Value ($000) $11,449 Avg Close — Range —
Q4 2024
Shares 117,290 Value ($000) $11,550 Avg Close — Range —
Q3 2024
Shares 117,951 Value ($000) $12,100 Avg Close — Range —
Q2 2024
Shares 113,020 Value ($000) $10,967 Avg Close — Range —
Q1 2024
Shares 107,377 Value ($000) $11,818 Avg Close — Range —
Q4 2023
Shares 118,095 Value ($000) $10,477 Avg Close — Range —
Q3 2023
Shares 100,932 Value ($000) $8,129 Avg Close — Range —
Q2 2023
Shares 45,893 Value ($000) $3,704 Avg Close — Range —
Q1 2023
Shares 8,926 Value ($000) $655 Avg Close — Range —