INVESCO EXCHANGE TRADED FD T

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

MARSHALL INVESTMENT MANAGEMENT, LLC's Holding History (CIK: 0002022427)

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

Q4 2025
Shares 27,266 Value ($000) $1,963 Avg Close — Range —
Q3 2025
Shares 28,625 Value ($000) $2,106 Avg Close — Range —
Q1 2025
Shares 31,289 Value ($000) $1,963 Avg Close — Range —
Q4 2024
Shares 33,609 Value ($000) $2,225 Avg Close — Range —