INVESCO EXCH TRADED FD TR II

Ticker: PGX CUSIP: 46138E511 Class: PFD ETF

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 24,999 Value ($000) $281 Avg Close — Range —
Q3 2025
Shares 31,050 Value ($000) $360 Avg Close — Range —
Q2 2025
Shares 50,700 Value ($000) $564 Avg Close — Range —
Q1 2025
Shares 47,750 Value ($000) $536 Avg Close — Range —
Q4 2024
Shares 21,250 Value ($000) $245 Avg Close — Range —
Q3 2024
Shares 22,650 Value ($000) $280 Avg Close — Range —
Q2 2024
Shares 23,775 Value ($000) $275 Avg Close — Range —
Q1 2024
Shares 29,525 Value ($000) $351 Avg Close — Range —
Q4 2023
Shares 66,648 Value ($000) $764 Avg Close — Range —
Q3 2023
Shares 68,637 Value ($000) $752 Avg Close — Range —
Q2 2023
Shares 73,122 Value ($000) $831 Avg Close — Range —
Q1 2023
Shares 77,807 Value ($000) $893 Avg Close — Range —
Q4 2022
Shares 72,257 Value ($000) $808 Avg Close — Range —
Q3 2022
Shares 69,936 Value ($000) $831 Avg Close — Range —
Q2 2022
Shares 40,976 Value ($000) $505 Avg Close — Range —
Q1 2022
Shares 36,737 Value ($000) $492 Avg Close — Range —
Q4 2021
Shares 34,052 Value ($000) $523 Avg Close — Range —