INVESCO EXCHANGE TRADED FD T

Ticker: PFM CUSIP: 46137V506 Class: DIVID ACHIEVEV

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 10,290 Value ($000) $530 Avg Close Range
Q3 2025
Shares 9,820 Value ($000) $498 Avg Close Range
Q2 2025
Shares 9,404 Value ($000) $453 Avg Close Range
Q1 2025
Shares 9,245 Value ($000) $423 Avg Close Range
Q4 2024
Shares 9,234 Value ($000) $423 Avg Close Range
Q3 2024
Shares 9,223 Value ($000) $429 Avg Close Range
Q2 2024
Shares 9,313 Value ($000) $397 Avg Close Range
Q1 2024
Shares 9,057 Value ($000) $386 Avg Close Range
Q4 2023
Shares 9,119 Value ($000) $364 Avg Close Range
Q3 2023
Shares 9,105 Value ($000) $333 Avg Close Range
Q2 2023
Shares 10,625 Value ($000) $406 Avg Close Range
Q1 2023
Shares 10,605 Value ($000) $388 Avg Close Range
Q4 2022
Shares 10,584 Value ($000) $387 Avg Close Range
Q3 2022
Shares 10,563 Value ($000) $342 Avg Close Range
Q2 2022
Shares 10,544 Value ($000) $364 Avg Close Range
Q1 2022
Shares 10,593 Value ($000) $407 Avg Close Range
Q4 2021
Shares 10,574 Value ($000) $420 Avg Close Range
Q3 2021
Shares 11,308 Value ($000) $407 Avg Close Range
Q2 2021
Shares 11,475 Value ($000) $416 Avg Close Range
Q1 2021
Shares 10,508 Value ($000) $363 Avg Close Range
Q4 2020
Shares 10,489 Value ($000) $345 Avg Close Range
Q3 2020
Shares 21,489 Value ($000) $650 Avg Close Range
Q2 2020
Shares 21,467 Value ($000) $605 Avg Close Range
Q1 2020
Shares 19,028 Value ($000) $469 Avg Close Range
Q4 2019
Shares 11,324 Value ($000) $348 Avg Close Range
Q3 2019
Shares 11,324 Value ($000) $335 Avg Close Range
Q2 2019
Shares 11,324 Value ($000) $325 Avg Close Range
Q1 2019
Shares 11,324 Value ($000) $313 Avg Close Range
Q4 2018
Shares 11,324 Value ($000) $280 Avg Close Range
Q3 2018
Shares 12,024 Value ($000) $331 Avg Close Range
Q2 2018
Shares 12,024 Value ($000) $309 Avg Close Range