Integrated Wealth Concepts LLC
Position in XSVM — Invesco S&P SmallCap Value with Momentum ETF
CIK 1737109
WALTHAM, MA
All Filings in XSVM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 XSVM | $868,804 | 16,711 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 XSVM | $767,187 | 14,082 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 XSVM | $714,979 | 13,002 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XSVM | $654,278 | 12,491 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 XSVM | $666,995 | 11,714 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 XSVM | $651,177 | 12,021 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 XSVM | $554,928 | 11,525 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||