Golden State Wealth Management, LLC
Position in XMVM — Invesco S&P MidCap Value with Momentum ETF
CIK 1776033
SANTA ANA, CA
All Filings in XMVM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMVM | $271,029 | 4,162 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 XMVM | $379,955 | 5,922 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 XMVM | $513,439 | 8,331 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 XMVM | $505,899 | 9,094 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 XMVM | $292,970 | 5,555 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||