Ascentis Wealth Management, LLC
Position in XMVM — Invesco S&P MidCap Value with Momentum ETF
CIK 2032602
DALLAS, TX
All Filings in XMVM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMVM | $32,429 | 498 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 XMVM | $31,951 | 498 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 XMVM | $30,691 | 498 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 XMVM | $27,703 | 498 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 XMVM | $26,264 | 498 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||