Congress Wealth Management LLC / DE /
Position in XSVM — Invesco S&P SmallCap Value with Momentum ETF
CIK 1904976
BOSTON, MA
All Filings in XSVM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 XSVM | $6,032,191 | 116,026 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 XSVM | $6,204,067 | 123,587 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||