Altman Advisors, Inc. Invesco S&P Smallcap Value Wit Transaction History

Altman Advisors, Inc.

$254 Million
Q2 2025

A detailed history of Altman Advisors, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Altman Advisors, Inc. holds 87,447 shares of XSVM stock, worth $4.6 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

87,447

Previous 85,074 2.79%

Holding current value

$4.6 Million

Previous $4.27 Million 6.46%

% of portfolio

1.79%

Previous 1.9%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$44.22 - $52.08 $104,934 - $123,585	2,373 Added 2.79%	87,447 $4.55 Million
Q1 2025 May 02, 2025	BUY	$49.34 - $55.91 $144,763 - $164,039	2,934 Added 3.57%	85,074 $4.27 Million
Q4 2024 Feb 13, 2025	BUY	$53.38 - $60.64 $74,732 - $84,896	1,400 Added 1.73%	82,140 $4.47 Million
Q3 2024 Nov 08, 2024	BUY	$51.3 - $59.04 $989,269 - $1.14 Million	19,284 Added 31.38%	80,740 $4.44 Million
Q2 2024 Aug 07, 2024	BUY	$51.57 - $56.54 $49,300 - $54,052	956 Added 1.58%	61,456 $3.22 Million
Q1 2024 May 08, 2024	BUY	$50.53 - $56.94 $143,151 - $161,311	2,833 Added 4.91%	60,500 $3.44 Million
Q4 2023 Feb 07, 2024	BUY	$45.09 - $55.21 $2.6 Million - $3.18 Million	57,667 New	57,667 $3.12 Million

Others Institutions Holding XSVM

# of Institutions

143

Shares Held

7.62M

Call Options Held

Put Options Held

100

View Full List

About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
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Altman Advisors, Inc. Invesco S&P Smallcap Value Wit Transaction History