Principal Securities, Inc. Invesco S&P Smallcap Value Wit Transaction History

Principal Securities, Inc.

$4.44 Trillion
Q4 2024

A detailed history of Principal Securities, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Principal Securities, Inc. holds 9,754 shares of XSVM stock, worth $536,665. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,754

Previous 9,040 7.9%

Holding current value

$536,665

Previous $497 Million 6.9%

% of portfolio

0.01%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$53.38 - $60.64 $38,113 - $43,296	714 Added 7.9%	9,754 $531 Million
Q3 2024 Oct 28, 2024	BUY	$51.3 - $59.04 $13,799 - $15,881	269 Added 3.07%	9,040 $497 Million
Q2 2024 Jul 31, 2024	SELL	$51.57 - $56.54 $4,331 - $4,749	-84 Reduced 0.95%	8,771 $459 Million
Q1 2024 May 10, 2024	SELL	$50.53 - $56.94 $63,162 - $71,175	-1,250 Reduced 12.37%	8,855 $504 Million
Q4 2023 Feb 07, 2024	BUY	$45.09 - $55.21 $455,634 - $557,897	10,105 New	10,105 $547 Million

Others Institutions Holding XSVM

# of Institutions

142

Shares Held

9.35M

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
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Principal Securities, Inc. Invesco S&P Smallcap Value Wit Transaction History