INVESCO EXCHANGE TRADED FD T

Ticker: PFM CUSIP: 46137V506 Class: DIVID ACHIEVEV

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 46,540 Value ($000) $2,397 Avg Close — Range —
Q3 2025
Shares 49,091 Value ($000) $2,491 Avg Close — Range —
Q2 2025
Shares 48,146 Value ($000) $2,319 Avg Close — Range —
Q1 2025
Shares 50,277 Value ($000) $2,302 Avg Close — Range —
Q4 2024
Shares 50,756 Value ($000) $2,328 Avg Close — Range —
Q3 2024
Shares 56,077 Value ($000) $2,610 Avg Close — Range —
Q2 2024
Shares 56,428 Value ($000) $2,408 Avg Close — Range —
Q1 2024
Shares 58,627 Value ($000) $2,496 Avg Close — Range —