Institute for Wealth Management, LLC.
Position in XMVM — Invesco S&P MidCap Value with Momentum ETF
CIK 1533954
DENVER, CO
All Filings in XMVM
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMVM | $611,020 | 9,383 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 XMVM | $601,820 | 9,380 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 XMVM | $608,781 | 9,878 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 XMVM | $549,401 | 9,876 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 XMVM | $535,521 | 10,154 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 XMVM | $562,568 | 10,151 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 XMVM | $562,559 | 10,149 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 XMVM | $523,991 | 10,147 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 XMVM | $550,927 | 10,146 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 XMVM | $510,699 | 10,145 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 XMVM | $465,046 | 10,145 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 XMVM | $467,785 | 10,145 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 XMVM | $442,829 | 10,145 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 XMVM | $446,785 | 10,145 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 XMVM | $392,104 | 10,145 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 XMVM | $398,901 | 10,145 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 XMVM | $488,989 | 10,145 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 XMVM | $498,714 | 10,207 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 XMVM | $455,946 | 10,207 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 XMVM | $462,785 | 10,207 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 XMVM | $459,730 | 10,294 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 XMVM | $376,554 | 10,294 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 XMVM | $291,937 | 10,294 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 XMVM | $277,217 | 10,294 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 XMVM | $233,467 | 10,294 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||