INVESCO EXCHANGE TRADED FD T

Ticker: XSVM CUSIP: 46137V480 Class: S&P SMCP VLU MNT

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 694 Value ($000) $40 Avg Close — Range —
Q3 2025
Shares 725 Value ($000) $41 Avg Close — Range —
Q2 2025
Shares 820 Value ($000) $43 Avg Close — Range —
Q4 2024
Shares 1,891 Value ($000) $103 Avg Close — Range —
Q3 2024
Shares 1,886 Value ($000) $104 Avg Close — Range —
Q2 2024
Shares 2,412 Value ($000) $126 Avg Close — Range —
Q1 2024
Shares 1,756 Value ($000) $100 Avg Close — Range —
Q4 2023
Shares 2,827 Value ($000) $144 Avg Close — Range —
Q3 2023
Shares 3,963 Value ($000) $185 Avg Close — Range —
Q2 2023
Shares 4,434 Value ($000) $206 Avg Close — Range —
Q1 2023
Shares 5,347 Value ($000) $229 Avg Close — Range —
Q4 2022
Shares 5,628 Value ($000) $257 Avg Close — Range —
Q3 2022
Shares 5,411 Value ($000) $256 Avg Close — Range —
Q2 2022
Shares 5,411 Value ($000) $240 Avg Close — Range —
Q1 2022
Shares 5,312 Value ($000) $258 Avg Close — Range —
Q3 2021
Shares 1,470 Value ($000) $74 Avg Close — Range —