Buckingham Strategic Partners Invesco S&P Smallcap Value Wit Transaction History

Buckingham Strategic Partners

$7.02 Billion
Q2 2025

A detailed history of Buckingham Strategic Partners transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Buckingham Strategic Partners holds 45,468 shares of XSVM stock, worth $2.39 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

45,468

Previous 28,454 59.79%

Holding current value

$2.39 Million

Previous $1.43 Million 65.48%

% of portfolio

0.03%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$44.22 - $52.08 $752,359 - $886,089	17,014 Added 59.79%	45,468 $2.36 Million
Q1 2025 May 15, 2025	BUY	$49.34 - $55.91 $174,219 - $197,418	3,531 Added 14.17%	28,454 $1.43 Million
Q4 2024 Feb 14, 2025	BUY	$53.38 - $60.64 $517,305 - $587,662	9,691 Added 63.62%	24,923 $1.36 Million
Q3 2024 Nov 14, 2024	BUY	$51.3 - $59.04 $781,401 - $899,297	15,232 New	15,232 $837,000
Q3 2022 Nov 14, 2022	SELL	$41.2 - $51.05 $49,440 - $61,260	-1,200 Reduced 7.46%	14,881 $613,000
Q2 2022 Aug 12, 2022	BUY	$44.09 - $54.47 $709,011 - $875,932	16,081 New	16,081 $714,000

Others Institutions Holding XSVM

# of Institutions

142

Shares Held

7.54M

Call Options Held

Put Options Held

100

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About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
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Buckingham Strategic Partners Invesco S&P Smallcap Value Wit Transaction History