INVESCO EXCH TRD SLF IDX FD

Ticker: BSJR CUSIP: 46138J585 Class: ETF

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 106,924 Value ($000) $2,418 Avg Close — Range —
Q3 2025
Shares 90,382 Value ($000) $2,055 Avg Close — Range —
Q2 2025
Shares 70,439 Value ($000) $1,599 Avg Close — Range —
Q1 2025
Shares 55,220 Value ($000) $1,237 Avg Close — Range —
Q4 2024
Shares 52,328 Value ($000) $1,172 Avg Close — Range —
Q3 2024
Shares 49,396 Value ($000) $1,121 Avg Close — Range —
Q2 2024
Shares 32,877 Value ($000) $726 Avg Close — Range —