INVESCO EXCH TRD SLF IDX FD

Ticker: BSMW CUSIP: 46139W833 Class: BULLETSHS 32 MUN

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

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

Q4 2025
Shares 107,787 Value ($000) $2,707 Avg Close — Range —
Q3 2025
Shares 107,008 Value ($000) $2,673 Avg Close — Range —
Q2 2025
Shares 55,201 Value ($000) $1,351 Avg Close — Range —
Q1 2025
Shares 170,095 Value ($000) $4,184 Avg Close — Range —
Q4 2024
Shares 167,494 Value ($000) $4,202 Avg Close — Range —
Q3 2024
Shares 164,177 Value ($000) $4,208 Avg Close — Range —
Q2 2024
Shares 160,193 Value ($000) $4,038 Avg Close — Range —
Q1 2024
Shares 144,841 Value ($000) $3,696 Avg Close — Range —
Q4 2023
Shares 129,894 Value ($000) $3,385 Avg Close — Range —
Q3 2023
Shares 115,243 Value ($000) $2,760 Avg Close — Range —