49 Wealth Management, LLC Invesco S&P Smallcap Value Wit Transaction History

49 Wealth Management, LLC

$939 Billion
Q2 2025

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	SELL	$49.34 - $55.91 $285,481 - $323,495	-5,786 Reduced 39.72%	8,781 $441 Million
Q4 2024 Feb 14, 2025	SELL	$53.38 - $60.64 $355,350 - $403,680	-6,657 Reduced 31.37%	14,567 $794 Million
Q3 2024 Nov 12, 2024	SELL	$51.3 - $59.04 $289,229 - $332,867	-5,638 Reduced 20.99%	21,224 $1.17 Billion
Q2 2024 Jul 30, 2024	SELL	$51.57 - $56.54 $12.6 Million - $13.9 Million	-244,998 Reduced 90.12%	26,862 $1.4 Billion
Q1 2024 May 07, 2024	BUY	$50.53 - $56.94 $1.64 Million - $1.85 Million	32,489 Added 13.57%	271,860 $15.4 Billion
Q4 2023 May 07, 2024	BUY	$45.09 - $55.21 $10.8 Million - $13.2 Million	239,371 New	239,371 $13 Billion

Others Institutions Holding XSVM

# of Institutions

137

Shares Held

7M

Call Options Held

0

Put Options Held

0

About INVESCO S&P SMALLCAP VALUE WIT

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