Creative Planning
Position in XSVM — Invesco S&P SmallCap Value with Momentum ETF
CIK 1540235
OVERLAND PARK, KS
All Filings in XSVM
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSVM | $585,425 | 9,715 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 XSVM | $522,031 | 9,136 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 XSVM | $517,964 | 9,174 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XSVM | $478,411 | 9,202 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 XSVM | $464,199 | 9,247 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 XSVM | $503,885 | 9,249 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 XSVM | $490,125 | 8,913 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 XSVM | $479,224 | 9,149 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 XSVM | $499,192 | 8,767 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 XSVM | $520,519 | 9,609 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 XSVM | $423,671 | 8,799 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 XSVM | $404,167 | 8,703 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 XSVM | $396,885 | 8,717 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 XSVM | $439,058 | 9,599 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 XSVM | $395,973 | 9,611 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 XSVM | $426,291 | 9,599 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 XSVM | $597,903 | 11,099 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 XSVM | $544,450 | 10,103 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 XSVM | $520,867 | 10,347 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 XSVM | $509,735 | 10,048 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 XSVM | $492,941 | 10,147 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 XSVM | $304,083 | 8,708 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 XSVM | $233,983 | 8,708 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 XSVM | $215,124 | 8,777 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||