INVESCO EXCHANGE TRADED FD T

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

Cornerstone Planning Group LLC's Holding History (CIK: 0001822587)

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

Q4 2025
Shares 1,216 Value ($000) $73 Avg Close — Range —
Q3 2025
Shares 1,211 Value ($000) $66 Avg Close — Range —
Q2 2025
Shares 1,203 Value ($000) $63 Avg Close — Range —
Q1 2025
Shares 1,197 Value ($000) $57 Avg Close — Range —
Q4 2024
Shares 1,187 Value ($000) $66 Avg Close — Range —
Q3 2024
Shares 1,183 Value ($000) $64 Avg Close — Range —
Q2 2024
Shares 1,178 Value ($000) $62 Avg Close — Range —
Q1 2024
Shares 1,210 Value ($000) $66 Avg Close — Range —
Q4 2023
Shares 1,338 Value ($000) $72 Avg Close — Range —
Q3 2023
Shares 1,511 Value ($000) $73 Avg Close — Range —
Q2 2023
Shares 1,536 Value ($000) $71 Avg Close — Range —
Q4 2022
Shares 1,498 Value ($000) $71 Avg Close — Range —