Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023

SELL
$41.53 - $49.14 $164,085 - $194,152
-3,951 Reduced 14.84%
22,669 $989,000
Q4 2022

Feb 14, 2023

BUY
$39.91 - $47.11 $1.06 Million - $1.25 Million
26,620 New
26,620 $1.17 Million
Q2 2022

Aug 09, 2022

SELL
$38.89 - $48.03 $208,955 - $258,065
-5,373 Closed
0 $0
Q1 2022

May 12, 2022

SELL
$44.9 - $50.28 $52,039 - $58,274
-1,159 Reduced 17.74%
5,373 $259,000
Q4 2021

Feb 11, 2022

SELL
$45.32 - $49.86 $267,931 - $294,772
-5,912 Reduced 47.51%
6,532 $317,000
Q3 2021

Nov 12, 2021

SELL
$42.39 - $47.63 $55,658 - $62,538
-1,313 Reduced 9.54%
12,444 $556,000
Q2 2021

Aug 12, 2021

BUY
$43.58 - $48.92 $599,530 - $672,992
13,757 New
13,757 $624,000

Others Institutions Holding XMVM

About INVESCO ETF FD TR INVESCO S&P


  • Ticker XMVM
  • Sector ETFs
  • Industry ETFs
More about XMVM
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.