Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
15.9K+ 5.38% |
$816K - $924K
|
311K
$17.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3.95KNew |
$203K - $230K
|
3.95K
$217K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.75KNew |
$193K - $218K
|
3.75K
$206K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.74KNew |
$192K - $217K
|
3.74K
$205K
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.61KNew |
$185K - $210K
|
3.61K
$198K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.22K+ 6.29% |
$165K - $187K
|
54.4K
$2.98M
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
2.5K+ 3.65% |
$129K - $146K
|
71.2K
$3.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.21K+ 17.91% |
$62.3K - $70.6K
|
7.99K
$438K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
838+ 1.32% |
$43K - $48.7K
|
64.2K
$3.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
423+ 17.08% |
$21.7K - $24.6K
|
2.9K
$159K
|
|
|
Oct 23, 2025
Q3 2025
|
Apex Wealth Management, LLC
Bedford, NH |
BUY
|
- |
238+ 0.7% |
$12.2K - $13.8K
|
34.4K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
128+ 0.47% |
$6.57K - $7.44K
|
27.3K
$1.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
7+ 0.73% |
$359 - $407
|
961
$52.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.69% |
$103 - $116
|
290
$15.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46- 5.97% |
$2.36K - $2.67K
|
724
$39.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-95- 11.59% |
$4.88K - $5.52K
|
725
$39.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-154- 0.72% |
$7.9K - $8.96K
|
21.3K
$1.17M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-218- 1.22% |
$11.2K - $12.7K
|
17.7K
$969K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-336- 15.75% |
$17.2K - $19.5K
|
1.8K
$98.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-523- 48.79% |
$26.8K - $30.4K
|
549
$30.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-630- 6.1% |
$32.3K - $36.6K
|
9.7K
$532K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-900- 12.26% |
$46.2K - $52.3K
|
6.44K
$353K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-903- 2.0% |
$46.4K - $52.5K
|
44.2K
$2.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-913- 5.11% |
$46.9K - $53.1K
|
17K
$930K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1K- 3.03% |
$51.5K - $58.3K
|
32.1K
$1.76M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.47K- 27.1% |
$332K - $376K
|
17.4K
$953K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-16K- 6.33% |
$821K - $930K
|
237K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-259K- 60.16% |
$13.3M - $15.1M
|
172K
$9.41M
|