INVESCO EXCHANGE TRADED FD T

Ticker: PRF CUSIP: 46137V613 Class: RAFI US 1000 ETF

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 59,950 Value ($000) $2,813 Avg Close Range
Q3 2025
Shares 60,817 Value ($000) $2,750 Avg Close Range
Q2 2025
Shares 61,415 Value ($000) $2,596 Avg Close Range
Q1 2025
Shares 61,814 Value ($000) $2,498 Avg Close Range
Q4 2024
Shares 62,351 Value ($000) $2,515 Avg Close Range
Q3 2024
Shares 62,515 Value ($000) $2,540 Avg Close Range
Q2 2024
Shares 62,539 Value ($000) $2,373 Avg Close Range
Q1 2024
Shares 62,670 Value ($000) $2,411 Avg Close Range
Q4 2023
Shares 62,977 Value ($000) $2,217 Avg Close Range
Q3 2023
Shares 66,701 Value ($000) $2,122 Avg Close Range
Q2 2023
Shares 13,391 Value ($000) $2,191 Avg Close Range
Q1 2023
Shares 13,390 Value ($000) $2,099 Avg Close Range
Q4 2022
Shares 13,405 Value ($000) $2,080 Avg Close Range
Q3 2022
Shares 13,470 Value ($000) $1,869 Avg Close Range
Q2 2022
Shares 13,549 Value ($000) $2,008 Avg Close Range
Q1 2022
Shares 13,644 Value ($000) $2,331 Avg Close Range
Q4 2021
Shares 13,713 Value ($000) $2,355 Avg Close Range
Q3 2021
Shares 13,743 Value ($000) $2,176 Avg Close Range
Q2 2021
Shares 13,743 Value ($000) $2,203 Avg Close Range
Q1 2021
Shares 13,821 Value ($000) $2,096 Avg Close Range
Q4 2020
Shares 13,821 Value ($000) $1,841 Avg Close Range
Q3 2020
Shares 13,821 Value ($000) $1,573 Avg Close Range
Q2 2020
Shares 14,082 Value ($000) $1,525 Avg Close Range
Q1 2020
Shares 14,057 Value ($000) $1,299 Avg Close Range
Q4 2019
Shares 14,231 Value ($000) $1,803 Avg Close Range
Q3 2019
Shares 14,230 Value ($000) $1,677 Avg Close Range
Q2 2019
Shares 14,230 Value ($000) $1,660 Avg Close Range
Q1 2019
Shares 14,746 Value ($000) $1,672 Avg Close Range
Q4 2018
Shares 14,952 Value ($000) $1,519 Avg Close Range