Traction Financial Partners, LLC Invesco S&P Smallcap Value Wit Transaction History

Traction Financial Partners, LLC

$148 Billion
Q2 2025

A detailed history of Traction Financial Partners, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Traction Financial Partners, LLC holds 158,750 shares of XSVM stock, worth $9.1 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares

158,750

Previous 176,041 9.82%

Holding current value

$9.1 Million

Previous $8.84 Billion 6.61%

% of portfolio

5.6%

Previous 6.9%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$44.22 - $52.08 $764,608 - $900,515	-17,291 Reduced 9.82%	158,750 $8.25 Billion
Q1 2025 Apr 15, 2025	SELL	$49.34 - $55.91 $1.35 Million - $1.53 Million	-27,366 Reduced 13.45%	176,041 $8.84 Billion
Q4 2024 Jan 31, 2025	BUY	$53.38 - $60.64 $386,044 - $438,548	7,232 Added 3.69%	203,407 $11.1 Billion
Q3 2024 Nov 06, 2024	SELL	$51.3 - $59.04 $1.45 Million - $1.67 Million	-28,282 Reduced 12.6%	196,175 $10.8 Billion
Q2 2024 Aug 16, 2024	BUY	$51.57 - $56.54 $911,087 - $998,892	17,667 Added 8.54%	224,457 $12.2 Billion
Q1 2024 May 13, 2024	BUY	$50.53 - $56.94 $620,154 - $698,824	12,273 Added 6.31%	206,790 $11.4 Billion
Q4 2023 Feb 13, 2024	BUY	$45.09 - $55.21 $8.77 Million - $10.7 Million	194,517 New	194,517 $10.5 Billion

Others Institutions Holding XSVM

# of Institutions

137

Shares Held

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP VALUE WIT

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Traction Financial Partners, LLC Invesco S&P Smallcap Value Wit Transaction History