INVESCO EXCH TRADED FD TR II

Ticker: PZA CUSIP: 46138E537 Class: NATL AMT MUNI

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holding History (CIK: 0001766995)

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

Q1 2023
Shares 52,458 Value ($000) $1,242 Avg Close — Range —
Q3 2022
Shares 64,543 Value ($000) $1,425 Avg Close — Range —
Q2 2022
Shares 108,246 Value ($000) $2,537 Avg Close — Range —
Q1 2022
Shares 112,933 Value ($000) $2,815 Avg Close — Range —
Q4 2021
Shares 112,714 Value ($000) $3,056 Avg Close — Range —
Q3 2021
Shares 140,451 Value ($000) $3,773 Avg Close — Range —
Q2 2021
Shares 155,116 Value ($000) $4,228 Avg Close — Range —
Q1 2021
Shares 181,759 Value ($000) $4,864 Avg Close — Range —
Q4 2020
Shares 186,105 Value ($000) $5,045 Avg Close — Range —
Q3 2020
Shares 123,586 Value ($000) $3,291 Avg Close — Range —
Q2 2020
Shares 111,578 Value ($000) $2,964 Avg Close — Range —
Q1 2020
Shares 117,099 Value ($000) $3,021 Avg Close — Range —
Q4 2019
Shares 127,258 Value ($000) $3,367 Avg Close — Range —
Q3 2019
Shares 126,208 Value ($000) $3,350 Avg Close — Range —
Q2 2019
Shares 124,824 Value ($000) $3,262 Avg Close — Range —
Q1 2019
Shares 131,761 Value ($000) $3,381 Avg Close — Range —
Q4 2018
Shares 86,731 Value ($000) $2,167 Avg Close — Range —