INVESCO EXCH TRD SLF IDX FD

Ticker: BSMV CUSIP: 46138J411 Class: ETF

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 40,000 Value ($000) $845 Avg Close — Range —
Q3 2025
Shares 31,345 Value ($000) $659 Avg Close — Range —
Q2 2025
Shares 17,334 Value ($000) $357 Avg Close — Range —
Q1 2025
Shares 9,668 Value ($000) $200 Avg Close — Range —