Purchases and Sales Made in Q3 2022 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 Q3 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 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.14K+ 1.71% |
$47K - $58.2K
|
67.6K
$3.72M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.07K+ 2.68% |
$44.1K - $54.7K
|
41.1K
$2.26M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
863+ 4.73% |
$35.6K - $44.1K
|
19.1K
$1.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
739+ 7.04% |
$30.4K - $37.7K
|
11.2K
$618K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
683New |
$28.1K - $34.9K
|
683
$37.6K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
635New |
$26.2K - $32.4K
|
635
$34.9K
|
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
466+ 4.64% |
$19.2K - $23.8K
|
10.5K
$579K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
434+ 8.98% |
$17.9K - $22.2K
|
5.27K
$290K
|
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
374+ 0.66% |
$15.4K - $19.1K
|
56.7K
$3.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
290+ 4.76% |
$11.9K - $14.8K
|
6.39K
$351K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
222+ 16.89% |
$9.15K - $11.3K
|
1.54K
$84.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
109+ 1.5% |
$4.49K - $5.56K
|
7.39K
$407K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68+ 0.92% |
$2.8K - $3.47K
|
7.44K
$409K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
39+ 0.26% |
$1.61K - $1.99K
|
14.9K
$819K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
35+ 2.86% |
$1.44K - $1.79K
|
1.26K
$69.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
25+ 0.45% |
$1.03K - $1.28K
|
5.6K
$308K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12+ 0.13% |
$494 - $613
|
9.61K
$529K
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
7New |
$288 - $357
|
7
$385
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6+ 0.07% |
$247 - $306
|
9.22K
$508K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.75% |
$41.2 - $51.1
|
134
$7.37K
|
|
|
Oct 11, 2022
Q3 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2- 0.16% |
$82.4 - $102
|
1.27K
$69.7K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-168- 2.63% |
$6.92K - $8.58K
|
6.21K
$342K
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-217- 2.2% |
$8.94K - $11.1K
|
9.63K
$530K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-446- 0.86% |
$18.4K - $22.8K
|
51.6K
$2.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-747- 10.7% |
$30.8K - $38.1K
|
6.23K
$343K
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.1K- 4.42% |
$45.3K - $56.2K
|
23.8K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.2K- 7.46% |
$49.4K - $61.3K
|
14.9K
$819K
|
|
|
Nov 03, 2022
Q3 2022
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-2.17K- 3.59% |
$89.2K - $111K
|
58.1K
$3.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.26K- 1.65% |
$93.2K - $116K
|
135K
$7.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.28K- 6.05% |
$94.1K - $117K
|
35.5K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.29K- 16.83% |
$94.5K - $117K
|
11.3K
$623K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.44K- 3.92% |
$101K - $125K
|
59.9K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.68K- 8.81% |
$110K - $137K
|
27.8K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.08K- 35.05% |
$127K - $157K
|
5.71K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.7K- 71.09% |
$152K - $189K
|
1.51K
$82.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-4.96K- 45.56% |
$205K - $253K
|
5.93K
$326K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.66K- 17.33% |
$233K - $289K
|
27K
$1.48M
|
|
|
Nov 02, 2022
Q3 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-5.66K- 25.92% |
$233K - $289K
|
16.2K
$890K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.79K- 9.13% |
$280K - $347K
|
67.6K
$3.72M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.47K- 18.63% |
$308K - $381K
|
32.6K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10K- 13.13% |
$413K - $512K
|
66.3K
$3.65M
|
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-23.3K- 76.29% |
$960K - $1.19M
|
7.24K
$398K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-35.3K- 64.75% |
$1.45M - $1.8M
|
19.2K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-61.6K- 10.44% |
$2.54M - $3.14M
|
528K
$29.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-361K- 37.46% |
$14.9M - $18.4M
|
602K
$33.1M
|