INVESCO EXCH TRADED FD TR II

Ticker: PWZ CUSIP: 46138E206 Class: ETF

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 60,539 Value ($000) $1,463 Avg Close — Range —
Q3 2025
Shares 60,411 Value ($000) $1,445 Avg Close — Range —
Q2 2025
Shares 64,646 Value ($000) $1,509 Avg Close — Range —
Q1 2025
Shares 43,751 Value ($000) $1,043 Avg Close — Range —
Q4 2024
Shares 25,440 Value ($000) $628 Avg Close — Range —
Q3 2024
Shares 8,054 Value ($000) $202 Avg Close — Range —