INVESCO EXCH TRD SLF IDX FD

Ticker: BSMY CUSIP: 46139W767 Class: COM

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

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

Q4 2025
Shares 109,223 Value ($000) $2,685 Avg Close — Range —
Q3 2025
Shares 107,278 Value ($000) $2,610 Avg Close — Range —
Q2 2025
Shares 18,920 Value ($000) $449 Avg Close — Range —
Q1 2025
Shares 8,806 Value ($000) $212 Avg Close — Range —