INVESCO EXCH TRD SLF IDX FD

Ticker: BSMV CUSIP: 46138J411 Class: ETF

Envision Financial Planning, LLC's Holding History (CIK: 0001964460)

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

Q4 2025
Shares 106,418 Value ($000) $2,249 Avg Close — Range —
Q3 2025
Shares 104,308 Value ($000) $2,192 Avg Close — Range —
Q2 2025
Shares 50,743 Value ($000) $1,046 Avg Close — Range —
Q1 2025
Shares 210,905 Value ($000) $4,372 Avg Close — Range —
Q4 2024
Shares 206,585 Value ($000) $4,324 Avg Close — Range —
Q3 2024
Shares 201,871 Value ($000) $4,301 Avg Close — Range —
Q2 2024
Shares 200,599 Value ($000) $4,205 Avg Close — Range —
Q1 2024
Shares 183,976 Value ($000) $3,921 Avg Close — Range —
Q4 2023
Shares 167,992 Value ($000) $3,635 Avg Close — Range —
Q3 2023
Shares 158,407 Value ($000) $3,170 Avg Close — Range —