INVESCO EXCHANGE TRADED FD T

Ticker: PFM CUSIP: 46137V506 Class: DIVID ACHIEVEV

SteelPeak Wealth, LLC's Holding History (CIK: 0001801868)

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

Q4 2025
Shares 9,026 Value ($000) $465 Avg Close Range
Q2 2025
Shares 17,283 Value ($000) $833 Avg Close Range
Q1 2025
Shares 152,414 Value ($000) $6,978 Avg Close Range
Q4 2024
Shares 56,947 Value ($000) $2,612 Avg Close Range
Q3 2024
Shares 17,283 Value ($000) $805 Avg Close Range
Q2 2024
Shares 17,283 Value ($000) $737 Avg Close Range
Q1 2024
Shares 17,283 Value ($000) $736 Avg Close Range
Q4 2023
Shares 29,510 Value ($000) $1,177 Avg Close Range
Q4 2022
Shares 46,071 Value ($000) $1,683 Avg Close Range
Q3 2022
Shares 17,595 Value ($000) $569 Avg Close Range
Q2 2022
Shares 17,595 Value ($000) $607 Avg Close Range
Q1 2022
Shares 17,595 Value ($000) $677 Avg Close Range
Q4 2021
Shares 17,595 Value ($000) $699 Avg Close Range
Q3 2021
Shares 16,820 Value ($000) $605 Avg Close Range
Q2 2021
Shares 16,820 Value ($000) $610 Avg Close Range
Q1 2021
Shares 16,820 Value ($000) $582 Avg Close Range
Q4 2020
Shares 56,570 Value ($000) $1,860 Avg Close Range
Q4 2019
Shares 41,450 Value ($000) $1,273 Avg Close Range