INVESCO EXCHANGE TRADED FD T

Ticker: PGF CUSIP: 46137V621 Class: FINL PFD ETF

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

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

Q4 2025
Shares 18,547 Value ($000) $262 Avg Close Range
Q3 2025
Shares 18,547 Value ($000) $271 Avg Close Range
Q2 2025
Shares 18,847 Value ($000) $266 Avg Close Range
Q1 2025
Shares 19,200 Value ($000) $274 Avg Close Range
Q4 2024
Shares 19,300 Value ($000) $281 Avg Close Range
Q3 2024
Shares 19,300 Value ($000) $302 Avg Close Range
Q2 2024
Shares 19,600 Value ($000) $289 Avg Close Range
Q1 2024
Shares 19,600 Value ($000) $299 Avg Close Range
Q4 2023
Shares 19,600 Value ($000) $286 Avg Close Range
Q3 2023
Shares 19,900 Value ($000) $280 Avg Close Range
Q2 2023
Shares 19,900 Value ($000) $286 Avg Close Range
Q1 2023
Shares 19,900 Value ($000) $289 Avg Close Range
Q4 2022
Shares 20,150 Value ($000) $290 Avg Close Range
Q3 2022
Shares 20,150 Value ($000) $303 Avg Close Range
Q2 2022
Shares 20,150 Value ($000) $313 Avg Close Range
Q1 2022
Shares 20,150 Value ($000) $341 Avg Close Range
Q4 2021
Shares 20,150 Value ($000) $379 Avg Close Range
Q3 2021
Shares 20,277 Value ($000) $384 Avg Close Range
Q2 2021
Shares 20,277 Value ($000) $391 Avg Close Range
Q1 2021
Shares 20,277 Value ($000) $383 Avg Close Range
Q4 2020
Shares 20,277 Value ($000) $390 Avg Close Range
Q3 2020
Shares 20,447 Value ($000) $383 Avg Close Range
Q2 2020
Shares 33,545 Value ($000) $600 Avg Close Range
Q1 2020
Shares 32,954 Value ($000) $557 Avg Close Range
Q4 2019
Shares 32,462 Value ($000) $613 Avg Close Range
Q3 2019
Shares 32,057 Value ($000) $602 Avg Close Range
Q2 2019
Shares 30,658 Value ($000) $565 Avg Close Range
Q1 2019
Shares 28,813 Value ($000) $526 Avg Close Range
Q4 2018
Shares 27,624 Value ($000) $480 Avg Close Range