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 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10+ 0.84% |
$493 - $559
|
1.2K
$60.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 2.03% |
$296 - $335
|
302
$15.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2- 0.02% |
$98.7 - $112
|
9.25K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-33- 11.26% |
$1.63K - $1.85K
|
260
$13.1K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-72- 0.22% |
$3.55K - $4.03K
|
33K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-113- 5.77% |
$5.58K - $6.32K
|
1.85K
$93.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-133- 60.45% |
$6.56K - $7.44K
|
87
$4.38K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-185- 1.75% |
$9.13K - $10.3K
|
10.4K
$523K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-187- 2.01% |
$9.23K - $10.5K
|
9.09K
$458K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-214- 1.74% |
$10.6K - $12K
|
12.1K
$611K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-238- 0.97% |
$11.7K - $13.3K
|
24.2K
$1.22M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-361- 4.75% |
$17.8K - $20.2K
|
7.24K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-496- 64.75% |
$24.5K - $27.7K
|
270
$13.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-546- 22.48% |
$26.9K - $30.5K
|
1.88K
$94.9K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-630- 2.91% |
$31.1K - $35.2K
|
21K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-796- 7.02% |
$39.3K - $44.5K
|
10.5K
$532K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-810- 14.81% |
$40K - $45.3K
|
4.66K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-854- 3.06% |
$42.1K - $47.7K
|
27.1K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-860- 8.84% |
$42.4K - $48.1K
|
8.87K
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.2K- 87.86% |
$59.3K - $67.1K
|
166
$8.36K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.27K- 10.48% |
$62.6K - $70.9K
|
10.8K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.82K- 8.68% |
$89.6K - $102K
|
19.1K
$962K
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-1.97K- 10.56% |
$97.2K - $110K
|
16.7K
$840K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.99K- 27.03% |
$98.1K - $111K
|
5.37K
$271K
|
|
|
Apr 17, 2025
Q1 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-2.66K- 10.91% |
$131K - $149K
|
21.7K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.69K- 5.25% |
$133K - $150K
|
48.5K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.79K- 25.02% |
$138K - $156K
|
8.35K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-3K- 21.14% |
$148K - $168K
|
11.2K
$563K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.12K- 15.29% |
$154K - $175K
|
17.3K
$872K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.55K- 2.66% |
$175K - $198K
|
130K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.17K- 3.08% |
$206K - $233K
|
131K
$6.61M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.42K- 92.46% |
$218K - $247K
|
360
$18.1K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.61K- 34.36% |
$277K - $313K
|
10.7K
$540K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.79K- 39.72% |
$285K - $323K
|
8.78K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-6.1K- 20.07% |
$301K - $341K
|
24.3K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.24K- 20.3% |
$357K - $405K
|
28.4K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-7.4K- 21.6% |
$365K - $414K
|
26.9K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.19K- 1.5% |
$404K - $458K
|
538K
$27.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-8.48K- 66.42% |
$418K - $474K
|
4.29K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.72K- 8.12% |
$430K - $487K
|
98.6K
$4.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-9.57K- 23.27% |
$472K - $535K
|
31.6K
$1.59M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 6.36% |
$510K - $578K
|
152K
$7.66M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 36.94% |
$560K - $635K
|
19.4K
$977K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20.4K- 89.78% |
$1.01M - $1.14M
|
2.32K
$117K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-20.5K- 45.81% |
$1.01M - $1.15M
|
24.3K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25K- 31.54% |
$1.23M - $1.4M
|
54.2K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-25.9K- 26.09% |
$1.28M - $1.45M
|
73.5K
$3.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-27.4K- 13.45% |
$1.35M - $1.53M
|
176K
$8.87M
|