Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
37.4KNew |
$1.66M - $1.95M
|
37.4K
$1.97M
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
18.5K+ 6.27% |
$819K - $965K
|
314K
$16.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.3K+ 6.21% |
$763K - $899K
|
295K
$15.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
17K+ 60.62% |
$752K - $886K
|
45.1K
$2.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
17K+ 59.79% |
$752K - $886K
|
45.5K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 33.6% |
$705K - $830K
|
63.4K
$3.34M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.45K+ 10.86% |
$108K - $128K
|
25K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.37K+ 2.79% |
$105K - $124K
|
87.4K
$4.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.51KNew |
$66.9K - $78.8K
|
1.51K
$79.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.41K+ 3.14% |
$62.1K - $73.2K
|
46.1K
$2.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
954New |
$42.2K - $49.7K
|
954
$50.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
396+ 6.21% |
$17.5K - $20.6K
|
6.78K
$357K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
367+ 1.16% |
$16.2K - $19.1K
|
31.9K
$1.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
328New |
$14.5K - $17.1K
|
328
$17.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
250+ 13.28% |
$11.1K - $13K
|
2.13K
$112K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
241+ 0.35% |
$10.7K - $12.6K
|
68.7K
$3.61M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
169New |
$7.47K - $8.8K
|
169
$8.89K
|
|
|
Jul 11, 2025
Q2 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
147+ 0.83% |
$6.5K - $7.66K
|
17.9K
$941K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
136+ 0.56% |
$6.01K - $7.08K
|
24.3K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
102+ 0.3% |
$4.51K - $5.31K
|
34.2K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
68New |
$3.01K - $3.54K
|
68
$3.58K
|
|
|
Jul 10, 2025
Q2 2025
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
51+ 0.15% |
$2.26K - $2.66K
|
33.1K
$1.74M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-8- 0.03% |
$354 - $417
|
24.3K
$1.28M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-11- 4.23% |
$486 - $573
|
249
$13.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-14- 4.64% |
$619 - $729
|
288
$15.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-37- 0.36% |
$1.64K - $1.93K
|
10.3K
$544K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45- 0.49% |
$1.99K - $2.34K
|
9.2K
$484K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-66- 7.89% |
$2.92K - $3.44K
|
770
$40.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-107- 2.5% |
$4.73K - $5.57K
|
4.18K
$220K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-180- 66.67% |
$7.96K - $9.37K
|
90
$4.74K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-219- 18.96% |
$9.68K - $11.4K
|
936
$49.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-222- 2.07% |
$9.82K - $11.6K
|
10.5K
$552K
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-241- 1.11% |
$10.7K - $12.6K
|
21.5K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-338- 1.25% |
$14.9K - $17.6K
|
26.7K
$1.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-507- 10.88% |
$22.4K - $26.4K
|
4.15K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-724- 81.35% |
$32K - $37.7K
|
166
$8.74K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.26K- 17.35% |
$55.5K - $65.4K
|
5.98K
$315K
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.79K- 29.46% |
$79.1K - $93.2K
|
4.28K
$225K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.13K- 7.26% |
$94.1K - $111K
|
27.2K
$1.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.19K- 33.36% |
$96.9K - $114K
|
4.38K
$230K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.99K- 23.7% |
$132K - $156K
|
9.62K
$506K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.18K- 5.86% |
$141K - $166K
|
51.2K
$2.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.29K- 22.61% |
$145K - $171K
|
11.3K
$593K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.06K- 23.49% |
$180K - $212K
|
13.2K
$697K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.81K- 30.75% |
$213K - $250K
|
10.8K
$570K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.86K- 46.07% |
$215K - $253K
|
5.69K
$299K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.33K- 7.27% |
$236K - $278K
|
68.1K
$3.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-6.37K- 26.24% |
$282K - $332K
|
17.9K
$943K
|