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Equibles

Tolleson Wealth Management, Inc.

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

CIK 1772937 DALLAS, TX
Back to XSVM Full portfolio

All Filings in XSVM

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24 filing rows on record
Report Date Value (USD) Shares
2025-12-31 XSVM $1,714,200 30,000
2025-09-30 XSVM $1,693,800 30,000
2025-06-30 XSVM $1,559,700 30,000
2025-03-31 XSVM $1,506,000 30,000
2024-12-31 XSVM $1,634,400 30,000
2024-09-30 XSVM $1,649,700 30,000
2024-06-30 XSVM $1,571,400 30,000
2024-03-31 XSVM $1,708,200 30,000
2023-12-31 XSVM $1,625,100 30,000
2023-09-30 XSVM $1,444,500 30,000
2023-06-30 XSVM $1,393,200 30,000
2023-03-31 XSVM $1,365,900 30,000
2022-12-31 XSVM $1,372,200 30,000
2022-09-30 XSVM $1,236,000 30,000
2022-06-30 XSVM $1,332,300 30,000
2022-03-31 XSVM $1,616,100 30,000
2021-12-31 XSVM $1,616,700 30,000
2021-09-30 XSVM $1,510,200 30,000
2021-06-30 XSVM $1,690,983 33,333
2021-03-31 XSVM $1,619,317 33,333
2020-12-31 XSVM $1,163,988 33,333
2020-09-30 XSVM $895,657 33,333
2020-06-30 XSVM $816,991 33,333
2020-03-31 XSVM $658,993 33,333