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

Apex Wealth Management, LLC

  • $140 Billion
  • Q3 2025

A detailed history of Apex Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Apex Wealth Management, LLC holds 34,403 shares of XSVM stock, worth $1.89 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
34,403
Previous 34,165 0.7%
Holding current value
$1.89 Million
Previous $1.78 Billion 9.36%
% of portfolio
1.39%
Previous 1.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$51.33 - $58.15 $12,216 - $13,839
238 Added 0.7%
34,403 $1.94 Billion
Q2 2025

Aug 08, 2025
BUY
$44.22 - $52.08 $4,510 - $5,312
102 Added 0.3%
34,165 $1.78 Billion
Q1 2025

Apr 29, 2025
BUY
$49.34 - $55.91 $12,976 - $14,704
263 Added 0.78%
34,063 $1.71 Billion
Q4 2024

Feb 14, 2025
BUY
$53.38 - $60.64 $1.8 Million - $2.05 Million
33,800 New
33,800 $1.84 Billion

Others Institutions Holding XSVM

# of Institutions
138
Shares Held
6.68M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP VALUE WIT

XSVM Quotes by TradingView
  • Ticker XSVM
  • Sector ETFs
  • Industry ETFs
More about XSVM
Track This Portfolio

Track Apex Wealth Management, LLC Portfolio

Follow Apex Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apex Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apex Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email