Purchases and Sales Made in Q2 2022 in Invesco S&P Smallcap Value Wit (XSVM)

XSVM Quotes by TradingView

This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM) during Q2 2022. 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
Jul 18, 2022 Q2 2022
Win Advisors, Inc

BUY
 -
1.38K
New
$60.8K - $75.2K
1.38K $75.9K
Aug 05, 2022 Q2 2022
Meridian Wealth Management, LLC

BUY
 -
1.33K
+ 4.06%
$58.4K - $72.2K
34K $1.87M
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.08K
+ 2.12%
$47.6K - $58.8K
52K $2.86M
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.02K
+ 5.83%
$44.8K - $55.4K
18.5K $1.02M
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
869
+ 6.81%
$38.3K - $47.3K
13.6K $749K
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
847
+ 10.67%
$37.3K - $46.1K
8.78K $483K
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
377
New
$16.6K - $20.5K
377 $20.7K
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
329
New
$14.5K - $17.9K
329 $18.1K
Aug 11, 2022 Q2 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
329
+ 5.44%
$14.5K - $17.9K
6.38K $351K
Aug 11, 2022 Q2 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
200
+ 200.0%
$8.82K - $10.9K
300 $16.5K
Aug 16, 2022 Q2 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
109
+ 1.99%
$4.81K - $5.94K
5.58K $307K
Jul 15, 2022 Q2 2022
Global Retirement Partners, LLC

BUY
 -
99
+ 1.86%
$4.36K - $5.39K
5.41K $298K
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
98
New
$4.32K - $5.34K
98 $5.39K
Aug 10, 2022 Q2 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
55
+ 0.18%
$2.42K - $3K
30.5K $1.68M
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
37
+ 24.5%
$1.63K - $2.02K
188 $10.3K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
21
New
$926 - $1.14K
21 $1.16K
Aug 10, 2022 Q2 2022
Covestor LTD

Boston, MA
BUY
 -
6
New
$265 - $327
6 $330
Aug 12, 2022 Q2 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
1
+ 0.76%
$44.1 - $54.5
133 $7.32K
Aug 23, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-3
- -0.0%
$132 - $163
62.3K $3.43M
Apr 06, 2023 Q2 2022
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-12
- 0.13%
$529 - $654
9.22K $507K
Aug 02, 2022 Q2 2022
Mufg Americas Holdings Corp

SELL
 -
-17
Closed
$750 - $926
0 $0
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

SELL
 -
-31
- 0.42%
$1.37K - $1.69K
7.28K $401K
Aug 01, 2022 Q2 2022
Us Bancorp \De\

SELL
 -
-90
- 0.6%
$3.97K - $4.9K
14.9K $817K
Jul 12, 2022 Q2 2022
Archford Capital Strategies, LLC

SELL
 -
-131
- 0.7%
$5.78K - $7.14K
18.7K $1.03M
Jul 20, 2022 Q2 2022
Beacon Capital Management, Inc.

SELL
 -
-175
- 12.12%
$7.72K - $9.53K
1.27K $69.8K
Jul 01, 2022 Q2 2022
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-206
- 0.18%
$9.08K - $11.2K
112K $6.18M
Aug 10, 2022 Q2 2022
Ubs Group Ag

SELL
 -
-367
Closed
$16.2K - $20K
0 $0
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-797
- 37.75%
$35.1K - $43.4K
1.31K $72.3K
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-824
- 4.41%
$36.3K - $44.9K
17.9K $983K
Aug 09, 2022 Q2 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-860
- 2.23%
$37.9K - $46.8K
37.8K $2.08M
Aug 02, 2022 Q2 2022
Ahrens Investment Partners LLC

SELL
 -
-1.2K
- 66.67%
$52.9K - $65.4K
600 $33K
Aug 12, 2022 Q2 2022
Avaii Wealth Management, LLC

Appleton, WI
SELL
 -
-1.32K
- 17.85%
$58.4K - $72.1K
6.1K $335K
Aug 15, 2022 Q2 2022
Lwm Advisory Services, LLC

Plantation, FL
SELL
 -
-1.4K
- 9.75%
$61.5K - $76K
12.9K $711K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-1.43K
Closed
$63K - $77.9K
0 $0
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-1.5K
- 13.51%
$66.1K - $81.7K
9.6K $528K
Aug 12, 2022 Q2 2022
Ifp Advisors, Inc

SELL
 -
-1.61K
Closed
$70.9K - $87.6K
0 $0
Aug 11, 2022 Q2 2022
Wescap Management Group, Inc.

Glendale, CA
SELL
 -
-2.01K
- 8.44%
$88.7K - $110K
21.8K $1.2M
Aug 15, 2022 Q2 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-2.51K
- 32.5%
$110K - $137K
5.21K $286K
Jul 22, 2022 Q2 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-2.69K
- 6.2%
$119K - $147K
40.7K $2.24M
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-3.84K
- 10.52%
$169K - $209K
32.6K $1.8M
Jul 13, 2022 Q2 2022
Ullmann Wealth Partners Group, LLC

SELL
 -
-3.87K
Closed
$170K - $211K
0 $0
Aug 05, 2022 Q2 2022
Jacobi Capital Management LLC

SELL
 -
-4.26K
Closed
$188K - $232K
0 $0
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

SELL
 -
-4.46K
Closed
$196K - $243K
0 $0
Jul 22, 2022 Q2 2022
Galvin, Gaustad & Stein, LLC

SELL
 -
-6.1K
Closed
$269K - $332K
0 $0
Aug 15, 2022 Q2 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-6.45K
- 48.04%
$284K - $351K
6.98K $384K
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

SELL
 -
-7.62K
- 9.29%
$336K - $415K
74.4K $4.09M
Sep 06, 2024 Q2 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-7.64K
Closed
$337K - $416K
0 $0
Jul 18, 2022 Q2 2022
Fulcrum Equity Management

SELL
 -
-7.65K
- 11.2%
$337K - $417K
60.7K $3.34M
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-8.94K
- 56.09%
$394K - $487K
7K $385K

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