INVESCO EXCHANGE TRADED FD T

Ticker: PFM CUSIP: 46137V506 Class: DIVID ACHIEVEV

Consolidated Planning Corp's Holding History (CIK: 0001805250)

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

Q4 2025
Shares 152,434 Value ($000) $7,851 Avg Close — Range —
Q4 2024
Shares 6,694 Value ($000) $307 Avg Close — Range —
Q2 2024
Shares 6,444 Value ($000) $275 Avg Close — Range —