Bestgate Wealth Advisors, LLC Invesco S&P Smallcap Value Wit Transaction History

Bestgate Wealth Advisors, LLC

  • $56.6 Billion
  • Q3 2025

A detailed history of Bestgate Wealth Advisors, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 31,431 shares of XSVM stock, worth $1.72 Million. This represents 3.13% of its overall portfolio holdings.

Number of Shares
31,431
Previous 29,685 5.88%
Holding current value
$1.72 Million
Previous $1.49 Billion 19.08%
% of portfolio
3.13%
Previous 3.09%

Shares

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

Oct 27, 2025
BUY
$51.33 - $58.15 $89,622 - $101,529
1,746 Added 5.88%
31,431 $1.77 Billion
Q1 2025

Apr 29, 2025
BUY
$49.34 - $55.91 $70,210 - $79,559
1,423 Added 5.04%
29,685 $1.49 Billion
Q4 2024

Feb 10, 2025
BUY
$53.38 - $60.64 $1.51 Million - $1.71 Million
28,262 New
28,262 $1.54 Billion

Others Institutions Holding XSVM

# of Institutions
136
Shares Held
6.76M
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
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