INVESCO EXCHANGE TRADED FD T

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

Montz Harcus Wealth Management LLC's Holding History (CIK: 0001918613)

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

Q4 2025
Shares 312,844 Value ($000) $14,679 Avg Close — Range —
Q3 2025
Shares 309,216 Value ($000) $13,980 Avg Close — Range —
Q2 2025
Shares 304,800 Value ($000) $12,884 Avg Close — Range —
Q1 2025
Shares 295,363 Value ($000) $11,936 Avg Close — Range —
Q4 2024
Shares 278,801 Value ($000) $11,247 Avg Close — Range —
Q3 2024
Shares 268,020 Value ($000) $10,890 Avg Close — Range —
Q2 2024
Shares 261,986 Value ($000) $9,942 Avg Close — Range —
Q1 2024
Shares 247,682 Value ($000) $9,528 Avg Close — Range —
Q4 2023
Shares 244,409 Value ($000) $8,603 Avg Close — Range —
Q3 2023
Shares 245,824 Value ($000) $7,822 Avg Close — Range —
Q2 2023
Shares 47,621 Value ($000) $7,793 Avg Close — Range —
Q1 2023
Shares 46,010 Value ($000) $7,213 Avg Close — Range —
Q4 2022
Shares 46,345 Value ($000) $7,190 Avg Close — Range —
Q3 2022
Shares 44,969 Value ($000) $6,240 Avg Close — Range —
Q2 2022
Shares 44,318 Value ($000) $6,568 Avg Close — Range —
Q1 2022
Shares 42,263 Value ($000) $7,221 Avg Close — Range —
Q4 2021
Shares 40,230 Value ($000) $6,908 Avg Close — Range —