INVESCO EXCH TRD SLF IDX FD

CUSIP: 46138J825 Class: BULSHS 2025 CB

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q3 2025
Shares 11,711 Value ($000) $242 Avg Close Range
Q2 2025
Shares 15,493 Value ($000) $320 Avg Close Range
Q1 2025
Shares 15,993 Value ($000) $331 Avg Close Range
Q4 2024
Shares 15,993 Value ($000) $330 Avg Close Range
Q3 2024
Shares 17,505 Value ($000) $361 Avg Close Range
Q2 2024
Shares 21,474 Value ($000) $439 Avg Close Range
Q1 2024
Shares 21,474 Value ($000) $439 Avg Close Range
Q4 2023
Shares 21,474 Value ($000) $439 Avg Close Range
Q3 2023
Shares 21,474 Value ($000) $432 Avg Close Range
Q2 2023
Shares 21,474 Value ($000) $432 Avg Close Range
Q1 2023
Shares 20,223 Value ($000) $410 Avg Close Range
Q4 2022
Shares 20,223 Value ($000) $407 Avg Close Range
Q3 2022
Shares 21,670 Value ($000) $432 Avg Close Range
Q2 2022
Shares 29,770 Value ($000) $608 Avg Close Range
Q1 2022
Shares 34,283 Value ($000) $717 Avg Close Range
Q4 2021
Shares 34,283 Value ($000) $751 Avg Close Range
Q3 2021
Shares 34,420 Value ($000) $764 Avg Close Range
Q2 2021
Shares 33,960 Value ($000) $758 Avg Close Range
Q1 2021
Shares 34,216 Value ($000) $758 Avg Close Range
Q4 2020
Shares 35,536 Value ($000) $804 Avg Close Range
Q3 2020
Shares 36,023 Value ($000) $805 Avg Close Range
Q2 2020
Shares 36,008 Value ($000) $800 Avg Close Range
Q1 2020
Shares 35,891 Value ($000) $738 Avg Close Range
Q4 2019
Shares 35,752 Value ($000) $768 Avg Close Range