Congress Holdings

Most held

XSVM

Invesco S&P SmallCap Value with Momentum ETF

Listed by 1 member on their latest annual reports (1 row: one member can hold it in several accounts or through a spouse).

Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.

Sorted by the lower bound of the disclosed value band, largest band first, then by member.

MemberOwnerAs printed on the filingValue bandAs of
Robert P. Bresnahan, Jr. PA-8 Member KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Invesco S&P SmallCap Value with Momentum ETF (XSVM) EF $1,001 - $15,000 August 13, 2026
filing 10075331, p. 34

How the count is made: see Most held.