INVESCO EXCHANGE TRADED FD T

Ticker: CZA CUSIP: 46137Y401 Class: ETF

Colonial River Wealth Management, LLC's Holding History (CIK: 0001845859)

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

Q4 2025
Shares 5,294 Value ($000) $587 Avg Close Range
Q3 2025
Shares 5,565 Value ($000) $611 Avg Close Range
Q2 2025
Shares 5,865 Value ($000) $638 Avg Close Range
Q1 2025
Shares 5,865 Value ($000) $609 Avg Close Range
Q4 2024
Shares 6,059 Value ($000) $629 Avg Close Range
Q3 2024
Shares 6,174 Value ($000) $669 Avg Close Range
Q2 2024
Shares 6,174 Value ($000) $603 Avg Close Range
Q1 2024
Shares 6,627 Value ($000) $674 Avg Close Range
Q4 2023
Shares 6,627 Value ($000) $622 Avg Close Range
Q3 2023
Shares 8,193 Value ($000) $698 Avg Close Range
Q2 2023
Shares 8,866 Value ($000) $791 Avg Close Range
Q1 2023
Shares 9,193 Value ($000) $803 Avg Close Range
Q4 2022
Shares 9,612 Value ($000) $854 Avg Close Range
Q3 2022
Shares 10,224 Value ($000) $818 Avg Close Range
Q2 2022
Shares 10,733 Value ($000) $900 Avg Close Range
Q1 2022
Shares 13,973 Value ($000) $1,328 Avg Close Range
Q4 2021
Shares 33,308 Value ($000) $3,201 Avg Close Range
Q2 2021
Shares 43,310 Value ($000) $3,894 Avg Close Range
Q1 2021
Shares 43,186 Value ($000) $3,637 Avg Close Range
Q4 2020
Shares 39,311 Value ($000) $3,113 Avg Close Range