Waverly Advisors, LLC
Position in XMVM — Invesco S&P MidCap Value with Momentum ETF
CIK 1568787
BIRMINGHAM, AL
All Filings in XMVM
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMVM | $543,947 | 8,353 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 XMVM | $532,014 | 8,292 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 XMVM | $502,777 | 8,158 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XMVM | $372,554 | 6,697 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 XMVM | $326,302 | 6,187 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 XMVM | $277,266 | 5,003 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||