Avantax Advisory Services, Inc. Invesco S&P Smallcap Value Wit Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 299,997 shares of XSVM stock, worth $15.1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

299,997

Previous 287,423 4.37%

Holding current value

$15.1 Million

Previous $15.7 Million 3.83%

% of portfolio

0.09%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$49.34 - $55.91 $620,401 - $703,012	12,574 Added 4.37%	299,997 $15.1 Million
Q4 2024 Feb 07, 2025	BUY	$53.38 - $60.64 $430,723 - $489,304	8,069 Added 2.89%	287,423 $15.7 Million
Q3 2024 Nov 13, 2024	BUY	$51.3 - $59.04 $618,626 - $711,963	12,059 Added 4.51%	279,354 $15.4 Million
Q2 2024 Aug 09, 2024	BUY	$51.57 - $56.54 $1.14 Million - $1.26 Million	22,199 Added 9.06%	267,295 $14 Million
Q1 2024 May 08, 2024	BUY	$50.53 - $56.94 $2.85 Million - $3.21 Million	56,342 Added 29.85%	245,096 $14 Million
Q4 2023 Feb 07, 2024	BUY	$45.09 - $55.21 $1.14 Million - $1.4 Million	25,355 Added 15.52%	188,754 $10.2 Million
Q3 2023 Nov 07, 2023	BUY	$45.54 - $50.67 $363,910 - $404,903	7,991 Added 5.14%	163,399 $7.87 Million
Q2 2023 Aug 11, 2023	BUY	$42.07 - $47.06 $1.51 Million - $1.68 Million	35,784 Added 29.91%	155,408 $7.22 Million
Q1 2023 Apr 28, 2023	BUY	$43.13 - $52.31 $3.1 Million - $3.76 Million	71,948 Added 150.91%	119,624 $5.45 Million
Q4 2022 Feb 13, 2023	BUY	$42.21 - $50.23 $474,778 - $564,987	11,248 Added 30.88%	47,676 $2.18 Million
Q3 2022 Nov 01, 2022	BUY	$41.2 - $51.05 $1.5 Million - $1.86 Million	36,428 New	36,428 $1.5 Million

Others Institutions Holding XSVM

# of Institutions

142

Shares Held

8.15M

Call Options Held

Put Options Held

100

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About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
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Avantax Advisory Services, Inc. Invesco S&P Smallcap Value Wit Transaction History