CAROLINAS WEALTH CONSULTING LLC
Position in XSVM — Invesco S&P SmallCap Value with Momentum ETF
CIK 1803425
CHARLOTTE, NC
All Filings in XSVM
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 XSVM | $243,670 | 4,854 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 XSVM | $263,574 | 4,838 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 XSVM | $389,109 | 7,076 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 XSVM | $305,899 | 5,840 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 XSVM | $247,461 | 4,346 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 XSVM | $194,470 | 3,590 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 XSVM | $179,406 | 3,726 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 XSVM | $167,601 | 3,609 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 XSVM | $209,164 | 4,594 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 XSVM | $220,512 | 4,821 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 XSVM | $230,884 | 5,604 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 XSVM | $247,763 | 5,579 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 XSVM | $294,668 | 5,470 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 XSVM | $214,482 | 3,980 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 XSVM | $122,879 | 2,441 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 XSVM | $143,921 | 2,837 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 XSVM | $137,481 | 2,830 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 XSVM | $67,325 | 1,928 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 XSVM | $51,697 | 1,924 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 XSVM | $46,985 | 1,917 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 XSVM | $37,523 | 1,898 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||