Global Retirement Partners, LLC
PensionPosition in XSVM — Invesco S&P SmallCap Value with Momentum ETF
CIK 1749744
San Rafael, CA
All Filings in XSVM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 XSVM | $39,655 | 694 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 XSVM | $40,933 | 725 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 XSVM | $42,631 | 820 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 XSVM | $103,021 | 1,891 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 XSVM | $103,711 | 1,886 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 XSVM | $126,340 | 2,412 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 XSVM | $99,986 | 1,756 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 XSVM | $153,138 | 2,827 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 XSVM | $190,818 | 3,963 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 XSVM | $205,914 | 4,434 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 XSVM | $243,448 | 5,347 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 XSVM | $257,424 | 5,628 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 XSVM | $222,933 | 5,411 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 XSVM | $240,302 | 5,411 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 XSVM | $286,157 | 5,312 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 XSVM | $73,999 | 1,470 | Shares | Sole | 2021-10-22 | |
| No filing history on record for this holder in this stock. | ||||||