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

Valued Wealth Advisors LLC

$167 Billion
Q1 2025

A detailed history of Valued Wealth Advisors LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 26,400 shares of XSVM stock, worth $1.28 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

26,400

Previous 17,848 47.92%

Holding current value

$1.28 Million

Previous $972 Million 36.3%

% of portfolio

0.8%

Previous 0.61%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$49.34 - $55.91 $421,955 - $478,142	8,552 Added 47.92%	26,400 $1.33 Billion
Q4 2024 Jan 22, 2025	SELL	$53.38 - $60.64 $693 - $788	-13 Reduced 0.07%	17,848 $972 Million
Q3 2024 Oct 28, 2024	SELL	$51.3 - $59.04 $132,354 - $152,323	-2,580 Reduced 12.62%	17,861 $982 Million
Q2 2024 Jul 16, 2024	BUY	$51.57 - $56.54 $515 - $565	10 Added 0.05%	20,441 $1.07 Billion
Q1 2024 Apr 30, 2024	BUY	$50.53 - $56.94 $386,908 - $435,989	7,657 Added 59.94%	20,431 $1.16 Billion
Q4 2023 Jan 05, 2024	BUY	$45.09 - $55.21 $575,979 - $705,252	12,774 New	12,774 $615 Million

Others Institutions Holding XSVM

# of Institutions

147

Shares Held

9.39M

Call Options Held

100

Put Options Held

View Full List

About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
Sector ETFs
Industry ETFs

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