Valmark Advisers, Inc. Invesco S&P Smallcap Value Wit Transaction History

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Valmark Advisers, Inc. holds 278,053 shares of XSVM stock, worth $13.5 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
278,053
Previous 267,955 3.77%
Holding current value
$13.5 Million
Previous $14.6 Million 4.38%
% of portfolio
0.21%
Previous 0.23%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$49.34 - $55.91 $498,235 - $564,579
10,098 Added 3.77%
278,053 $14 Million
Q4 2024

Jan 30, 2025
BUY
$53.38 - $60.64 $971,302 - $1.1 Million
18,196 Added 7.29%
267,955 $14.6 Million
Q3 2024

Oct 25, 2024
BUY
$51.3 - $59.04 $999,580 - $1.15 Million
19,485 Added 8.46%
249,759 $13.7 Million
Q2 2024

Jul 31, 2024
BUY
$51.57 - $56.54 $3.53 Million - $3.87 Million
68,524 Added 42.36%
230,274 $12.1 Million
Q1 2024

May 03, 2024
BUY
$50.53 - $56.94 $197,824 - $222,920
3,915 Added 2.48%
161,750 $9.21 Million
Q4 2023

Feb 02, 2024
BUY
$45.09 - $55.21 $51,898 - $63,546
1,151 Added 0.73%
157,835 $8.55 Million
Q3 2023

Nov 07, 2023
BUY
$45.54 - $50.67 $102,920 - $114,514
2,260 Added 1.46%
156,684 $7.54 Million
Q2 2023

Aug 02, 2023
BUY
$42.07 - $47.06 $5.29 Million - $5.91 Million
125,677 Added 437.18%
154,424 $7.17 Million
Q1 2023

May 01, 2023
BUY
$43.13 - $52.31 $459,291 - $557,049
10,649 Added 58.84%
28,747 $1.31 Million
Q4 2022

Feb 06, 2023
BUY
$42.21 - $50.23 $279,978 - $333,175
6,633 Added 57.85%
18,098 $827,000
Q3 2022

Nov 02, 2022
BUY
$41.2 - $51.05 $472,358 - $585,288
11,465 New
11,465 $472,000

Others Institutions Holding XSVM

# of Institutions
147
Shares Held
9.39M
Call Options Held
100
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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