True Wealth Design, LLC
Position in XMVM — Invesco S&P MidCap Value with Momentum ETF
CIK 1966033
AKRON, OH
All Filings in XMVM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMVM | $108,424 | 1,665 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 XMVM | $106,826 | 1,665 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 XMVM | $102,613 | 1,665 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 XMVM | $92,623 | 1,665 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 XMVM | $87,812 | 1,665 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 XMVM | $92,274 | 1,665 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 XMVM | $92,290 | 1,665 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XMVM | $85,980 | 1,665 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 XMVM | $90,409 | 1,665 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 XMVM | $83,816 | 1,665 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 XMVM | $76,323 | 1,665 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 XMVM | $76,773 | 1,665 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 XMVM | $72,677 | 1,665 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 XMVM | $73,326 | 1,665 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||