Principal Securities, Inc. Invesco S&P Smallcap Value Wit Transaction History

Principal Securities, Inc.

$4.47 Trillion
Q1 2025

A detailed history of Principal Securities, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Principal Securities, Inc. holds 9,965 shares of XSVM stock, worth $524,457. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,965

Previous 9,754 2.16%

Holding current value

$524,457

Previous $531 Million 2.16%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$49.34 - $55.91 $10,410 - $11,797	211 Added 2.16%	9,965 $543 Million
Q4 2024 Jan 30, 2025	BUY	$53.38 - $60.64 $38,113 - $43,296	714 Added 7.9%	9,754 $531 Million
Q3 2024 Oct 28, 2024	BUY	$51.3 - $59.04 $13,799 - $15,881	269 Added 3.07%	9,040 $497 Million
Q2 2024 Jul 31, 2024	SELL	$51.57 - $56.54 $4,331 - $4,749	-84 Reduced 0.95%	8,771 $459 Million
Q1 2024 May 10, 2024	SELL	$50.53 - $56.94 $63,162 - $71,175	-1,250 Reduced 12.37%	8,855 $504 Million
Q4 2023 Feb 07, 2024	BUY	$45.09 - $55.21 $455,634 - $557,897	10,105 New	10,105 $547 Million

Others Institutions Holding XSVM

# of Institutions

143

Shares Held

7.56M

Call Options Held

Put Options Held

100

View Full List

About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
Sector ETFs
Industry ETFs

More about XSVM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Principal Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Principal Securities, Inc. with notifications on news.

Account

Principal Securities, Inc. Invesco S&P Smallcap Value Wit Transaction History