Maia Wealth LLC Invesco S&P Smallcap Value Wit Transaction History

Maia Wealth LLC

$594 Billion
Q3 2025

A detailed history of Maia Wealth LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Maia Wealth LLC holds 4,772 shares of XSVM stock, worth $261,410. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,772

Holding current value

$261,410

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 13, 2025	BUY	$51.33 - $58.15 $244,946 - $277,491	4,772 New	4,772 $263 Million

Others Institutions Holding XSVM

# of Institutions

136

Shares Held

6.76M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

903K
Shares

$49.4 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

468K
Shares

$25.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

384K
Shares

$21.1 Million
0.0% of portfolio
Valmark Advisers, Inc.

311K
Shares

$17 Million
0.23% of portfolio
360 Financial, Inc.

311K
Shares

$17 Million
5.65% of portfolio

View Full List

About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
Sector ETFs
Industry ETFs

More about XSVM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Maia Wealth LLC with notifications on news.

Account