INVESCO EXCHANGE TRADED FD T

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

Klingman & Associates, LLC's Holding History (CIK: 0001662449)

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

Q4 2025
Shares 681,565 Value ($000) $31,979 Avg Close — Range —
Q3 2025
Shares 681,499 Value ($000) $30,811 Avg Close — Range —
Q2 2025
Shares 686,277 Value ($000) $29,009 Avg Close — Range —
Q1 2025
Shares 691,425 Value ($000) $27,940 Avg Close — Range —
Q4 2024
Shares 691,816 Value ($000) $27,908 Avg Close — Range —
Q3 2024
Shares 706,293 Value ($000) $28,697 Avg Close — Range —
Q2 2024
Shares 717,414 Value ($000) $27,226 Avg Close — Range —
Q1 2024
Shares 719,880 Value ($000) $27,694 Avg Close — Range —
Q4 2023
Shares 732,943 Value ($000) $25,800 Avg Close — Range —
Q3 2023
Shares 735,927 Value ($000) $23,417 Avg Close — Range —
Q2 2023
Shares 153,945 Value ($000) $25,193 Avg Close — Range —
Q1 2023
Shares 154,089 Value ($000) $24,158 Avg Close — Range —
Q4 2022
Shares 154,240 Value ($000) $23,930 Avg Close — Range —
Q3 2022
Shares 152,970 Value ($000) $21,228 Avg Close — Range —
Q2 2022
Shares 150,762 Value ($000) $22,343 Avg Close — Range —
Q1 2022
Shares 150,738 Value ($000) $25,755 Avg Close — Range —
Q4 2021
Shares 150,443 Value ($000) $25,831 Avg Close — Range —
Q3 2021
Shares 151,093 Value ($000) $23,927 Avg Close — Range —
Q2 2021
Shares 151,169 Value ($000) $24,237 Avg Close — Range —
Q1 2021
Shares 151,430 Value ($000) $22,967 Avg Close — Range —
Q4 2020
Shares 151,657 Value ($000) $20,201 Avg Close — Range —
Q3 2020
Shares 153,487 Value ($000) $17,465 Avg Close — Range —
Q2 2020
Shares 158,227 Value ($000) $17,138 Avg Close — Range —
Q1 2020
Shares 172,653 Value ($000) $15,960 Avg Close — Range —
Q4 2019
Shares 175,313 Value ($000) $22,214 Avg Close — Range —
Q3 2019
Shares 175,538 Value ($000) $20,689 Avg Close — Range —
Q2 2019
Shares 181,058 Value ($000) $21,119 Avg Close — Range —
Q1 2019
Shares 182,445 Value ($000) $20,684 Avg Close — Range —
Q4 2018
Shares 184,801 Value ($000) $18,770 Avg Close — Range —
Q3 2018
Shares 185,646 Value ($000) $22,049 Avg Close — Range —
Q2 2018
Shares 185,526 Value ($000) $20,890 Avg Close — Range —