Ullmann Wealth Partners Group, LLC
Position in XMVM — Invesco S&P MidCap Value with Momentum ETF
CIK 1697725
JACKSONVILLE BEACH, FL
All Filings in XMVM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMVM | $237,362 | 3,645 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 XMVM | $338,957 | 5,283 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 XMVM | $325,591 | 5,283 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 XMVM | $293,893 | 5,283 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 XMVM | $278,625 | 5,283 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 XMVM | $292,783 | 5,283 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 XMVM | $292,836 | 5,283 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 XMVM | $272,814 | 5,283 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 XMVM | $286,866 | 5,283 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 XMVM | $265,946 | 5,283 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 XMVM | $242,172 | 5,283 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 XMVM | $243,599 | 5,283 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 XMVM | $230,602 | 5,283 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 XMVM | $232,311 | 5,275 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 XMVM | $203,646 | 5,269 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 XMVM | $206,862 | 5,261 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 XMVM | $253,580 | 5,261 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 XMVM | $257,052 | 5,261 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 XMVM | $235,008 | 5,261 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 XMVM | $244,155 | 5,385 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 XMVM | $240,494 | 5,385 | Shares | Sole | 2021-04-14 | |
| 2020-09-30 XMVM | $212,416 | 7,490 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 XMVM | $220,879 | 8,202 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||