INVESCO EXCHANGE TRADED FD T

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

Comprehensive Financial Planning, Inc./PA's Holding History (CIK: 0002044855)

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

Q4 2025
Shares 1,686 Value ($000) $121 Avg Close — Range —
Q3 2025
Shares 671 Value ($000) $49 Avg Close — Range —