Steward Partners Investment Advisory, LLC

Position in XSVM — Invesco S&P SmallCap Value with Momentum ETF

CIK 1723397 STAMFORD, CT

All Filings in XSVM

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 XSVM	$59,536	988	+0.6%	Shares	Sole	2026-05-08
2025-12-31 XSVM	$56,111	982	+94.8%	Shares	Sole	2026-02-12
2025-09-30 XSVM	$28,455	504	+8.6%	Shares	Sole	2025-11-12
2025-06-30 XSVM	$24,123	464	-6.3%	Shares	Sole	2025-08-12
2025-03-31 XSVM	$24,849	495	0.0%	Shares	Sole	2025-05-13
2024-12-31 XSVM	$26,967	495	0.0%	Shares	Sole	2025-02-06
2024-09-30 XSVM	$27,220	495	+9.8%	Shares	Sole	2024-11-14
2024-06-30 XSVM	$23,623	451	+3.0%	Shares	Sole	2024-08-08
2024-03-31 XSVM	$24,939	438	-57.1%	Shares	Sole	2024-05-15
2023-12-31 XSVM	$55,307	1,021	-33.5%	Shares	Sole	2024-02-12
2023-09-30 XSVM	$73,958	1,536	0.0%	Shares	Sole	2023-11-13
2023-06-30 XSVM	$71,331	1,536	0.0%	Shares	Sole	2023-08-14
2023-03-31 XSVM	$69,934	1,536	0.0%	Shares	Sole	2023-05-15
2022-12-31 XSVM	$70,256	1,536	0.0%	Shares	Sole	2023-02-15
2022-09-30 XSVM	$63,283	1,536	+16.9%	Shares	Sole	2022-11-10
2022-06-30 XSVM	$58,354	1,314	-37.8%	Shares	Sole	2022-08-04
2022-03-31 XSVM	$113,719	2,111	+28.9%	Shares	Sole	2022-05-02
2021-12-31 XSVM	$88,271	1,638	0.0%	Shares	Sole	2022-02-08
2021-09-30 XSVM	$82,456	1,638	0.0%	Shares	Sole	2021-11-12
2021-06-30 XSVM	$83,095	1,638	0.0%	Shares	Sole	2021-08-13
2021-03-31 XSVM	$79,574	1,638	0.0%	Shares	Sole	2021-05-14
2020-12-31 XSVM	$57,198	1,638	0.0%	Shares	Sole	2021-02-11
2020-09-30 XSVM	$44,013	1,638	0.0%	Shares	Sole	2020-10-30
2020-06-30 XSVM	$40,147	1,638	0.0%	Shares	Sole	2020-08-06
2020-03-31 XSVM	$32,383	1,638	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.