INVESCO EXCHANGE TRADED FD T

Ticker: XSMO CUSIP: 46137V498 Class: S&P SMLCP MOMENT

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 20,546 Value ($000) $1,480 Avg Close Range
Q3 2025
Shares 21,086 Value ($000) $1,551 Avg Close Range
Q2 2025
Shares 21,443 Value ($000) $1,459 Avg Close Range
Q1 2025
Shares 21,393 Value ($000) $1,342 Avg Close Range
Q4 2024
Shares 21,393 Value ($000) $1,414 Avg Close Range
Q3 2024
Shares 21,488 Value ($000) $1,422 Avg Close Range
Q2 2024
Shares 21,703 Value ($000) $1,303 Avg Close Range
Q1 2024
Shares 21,391 Value ($000) $1,290 Avg Close Range
Q4 2023
Shares 21,391 Value ($000) $1,212 Avg Close Range
Q3 2023
Shares 21,391 Value ($000) $1,038 Avg Close Range
Q2 2023
Shares 21,391 Value ($000) $1,037 Avg Close Range
Q1 2023
Shares 21,391 Value ($000) $991 Avg Close Range
Q4 2022
Shares 21,391 Value ($000) $1,009 Avg Close Range
Q3 2022
Shares 21,391 Value ($000) $928 Avg Close Range
Q2 2022
Shares 20,978 Value ($000) $921 Avg Close Range
Q1 2022
Shares 21,003 Value ($000) $1,091 Avg Close Range
Q4 2021
Shares 21,003 Value ($000) $1,185 Avg Close Range
Q3 2021
Shares 21,003 Value ($000) $1,119 Avg Close Range
Q2 2021
Shares 21,003 Value ($000) $1,149 Avg Close Range
Q1 2021
Shares 21,003 Value ($000) $1,093 Avg Close Range
Q4 2020
Shares 23,241 Value ($000) $1,103 Avg Close Range
Q3 2020
Shares 24,241 Value ($000) $970 Avg Close Range
Q2 2020
Shares 24,241 Value ($000) $876 Avg Close Range
Q1 2020
Shares 24,271 Value ($000) $711 Avg Close Range
Q4 2019
Shares 25,014 Value ($000) $986 Avg Close Range
Q3 2019
Shares 25,014 Value ($000) $932 Avg Close Range
Q2 2019
Shares 25,014 Value ($000) $938 Avg Close Range
Q1 2019
Shares 25,014 Value ($000) $911 Avg Close Range
Q4 2018
Shares 25,014 Value ($000) $772 Avg Close Range