INVESCO EXCH TRD SLF IDX FD

Ticker: BSMU CUSIP: 46138J445 Class: ETF

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

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

Q4 2025
Shares 77,435 Value ($000) $1,706 Avg Close — Range —
Q3 2025
Shares 76,736 Value ($000) $1,682 Avg Close — Range —
Q2 2025
Shares 67,541 Value ($000) $1,452 Avg Close — Range —
Q1 2025
Shares 180,857 Value ($000) $3,903 Avg Close — Range —
Q4 2024
Shares 179,520 Value ($000) $3,899 Avg Close — Range —
Q3 2024
Shares 194,461 Value ($000) $4,307 Avg Close — Range —
Q2 2024
Shares 189,977 Value ($000) $4,136 Avg Close — Range —
Q1 2024
Shares 177,185 Value ($000) $3,919 Avg Close — Range —
Q4 2023
Shares 162,953 Value ($000) $3,653 Avg Close — Range —
Q3 2023
Shares 152,159 Value ($000) $3,179 Avg Close — Range —