A detailed history of Aspire Wealth Management Corp transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Aspire Wealth Management Corp holds 125,454 shares of XSVM stock, worth $7.17 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares
125,454
Previous 124,973 0.38%
Holding current value
$7.17 Million
Previous $6.55 Million 5.38%
% of portfolio
3.96%
Previous 3.95%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$51.3 - $59.04 $24,675 - $28,398
481 Added 0.38%
125,454 $6.9 Million
Q2 2024

Aug 12, 2024

BUY
$51.57 - $56.54 $170,541 - $186,977
3,307 Added 2.72%
124,973 $6.55 Million
Q1 2024

Apr 29, 2024

BUY
$50.53 - $56.94 $178,320 - $200,941
3,529 Added 2.99%
121,666 $6.93 Million
Q4 2023

Jan 22, 2024

BUY
$45.09 - $55.21 $94,553 - $115,775
2,097 Added 1.81%
118,137 $6.4 Million
Q3 2023

Oct 30, 2023

BUY
$45.54 - $50.67 $156,202 - $173,798
3,430 Added 3.05%
116,040 $5.59 Million
Q2 2023

Jul 27, 2023

BUY
$42.07 - $47.06 $1.18 Million - $1.32 Million
27,987 Added 33.07%
112,610 $5.23 Million
Q1 2023

May 04, 2023

SELL
$43.13 - $52.31 $70,862 - $85,945
-1,643 Reduced 1.9%
84,623 $3.85 Million
Q4 2022

Feb 06, 2023

BUY
$42.21 - $50.23 $189,311 - $225,281
4,485 Added 5.48%
86,266 $3.95 Million
Q3 2022

Nov 09, 2022

BUY
$41.2 - $51.05 $77,744 - $96,331
1,887 Added 2.36%
81,781 $3.37 Million
Q2 2022

Aug 11, 2022

BUY
$44.09 - $54.47 $500,068 - $617,798
11,342 Added 16.55%
79,894 $3.55 Million
Q1 2022

May 03, 2022

BUY
$50.74 - $55.63 $2.51 Million - $2.75 Million
49,396 Added 257.86%
68,552 $3.69 Million
Q4 2021

Mar 14, 2022

BUY
$50.26 - $56.67 $962,780 - $1.09 Million
19,156 New
19,156 $1.03 Million

Others Institutions Holding XSVM

About INVESCO S&P SMALLCAP VALUE WIT


  • Ticker XSVM
  • Sector ETFs
  • Industry ETFs
More about XSVM
Track This Portfolio

Track Aspire Wealth Management Corp Portfolio

Follow Aspire Wealth Management Corp 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 Aspire Wealth Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Wealth Management Corp with notifications on news.