Purchases and Sales Made in Q1 2025 in Invesco S&P Smallcap Value Wit (XSVM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP VALUE WIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.1K+ 3.77% |
$498K - $565K
|
278K
$13.5M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
8.55K+ 47.92% |
$422K - $478K
|
26.4K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.12K+ 7.76% |
$253K - $286K
|
71K
$3.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.47KNew |
$221K - $250K
|
4.47K
$217K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.8K+ 7.51% |
$187K - $212K
|
54.4K
$2.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.77K+ 2.82% |
$186K - $211K
|
137K
$6.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.64K+ 8.86% |
$179K - $203K
|
44.7K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.53K+ 14.38% |
$174K - $197K
|
28.1K
$1.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.12K+ 32.93% |
$154K - $175K
|
12.6K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.93K+ 3.57% |
$145K - $164K
|
85.1K
$4.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 3.38% |
$76.6K - $86.8K
|
47.5K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.52K+ 31.32% |
$75.1K - $85.1K
|
6.38K
$309K
|
|
|
Apr 29, 2025
Q1 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
1.42K+ 5.04% |
$70.2K - $79.6K
|
29.7K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
860+ 6.28% |
$42.4K - $48.1K
|
14.5K
$705K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
859+ 3.96% |
$42.4K - $48K
|
22.6K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
477+ 132.87% |
$23.5K - $26.7K
|
836
$40.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
276+ 1.58% |
$13.6K - $15.4K
|
17.7K
$859K
|
|
|
Apr 29, 2025
Q1 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
263+ 0.78% |
$13K - $14.7K
|
34.1K
$1.65M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
211+ 2.16% |
$10.4K - $11.8K
|
9.97K
$483K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
173+ 0.59% |
$8.54K - $9.67K
|
29.3K
$1.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34+ 0.22% |
$1.68K - $1.9K
|
15.6K
$757K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
18+ 5.49% |
$888 - $1.01K
|
346
$16.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 0.84% |
$493 - $559
|
1.2K
$58K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
10+ 0.05% |
$493 - $559
|
18.7K
$905K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 2.03% |
$296 - $335
|
302
$14.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-72- 0.22% |
$3.55K - $4.03K
|
33K
$1.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-133- 60.45% |
$6.56K - $7.44K
|
87
$4.22K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-185- 1.75% |
$9.13K - $10.3K
|
10.4K
$503K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-187- 2.01% |
$9.23K - $10.5K
|
9.09K
$441K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-361- 4.75% |
$17.8K - $20.2K
|
7.24K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-546- 22.48% |
$26.9K - $30.5K
|
1.88K
$91.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-810- 14.81% |
$40K - $45.3K
|
4.66K
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-854- 3.06% |
$42.1K - $47.7K
|
27.1K
$1.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.2K- 87.86% |
$59.3K - $67.1K
|
166
$8.04K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.99K- 27.03% |
$98.1K - $111K
|
5.37K
$260K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-2.66K- 10.91% |
$131K - $149K
|
21.7K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.12K- 15.29% |
$154K - $175K
|
17.3K
$838K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.79K- 39.72% |
$285K - $323K
|
8.78K
$426K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-8.48K- 66.42% |
$418K - $474K
|
4.29K
$208K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.57K- 23.27% |
$472K - $535K
|
31.6K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 6.36% |
$510K - $578K
|
152K
$7.37M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-20.5K- 45.81% |
$1.01M - $1.15M
|
24.3K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-27.4K- 13.45% |
$1.35M - $1.53M
|
176K
$8.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-50.7K- 88.53% |
$2.5M - $2.83M
|
6.57K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-159K- 21.75% |
$7.85M - $8.9M
|
573K
$27.7M
|