Visionary Wealth Advisors Invesco S&P Smallcap Value Wit Transaction History

Visionary Wealth Advisors

$1.56 Billion
Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Visionary Wealth Advisors holds 10,841 shares of XSVM stock, worth $570,561. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,841

Previous 12,110 10.48%

Holding current value

$570,561

Previous $659,000 17.45%

% of portfolio

0.03%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$49.34 - $55.91 $62,612 - $70,949	-1,269 Reduced 10.48%	10,841 $544,000
Q4 2024 Feb 13, 2025	BUY	$53.38 - $60.64 $2,135 - $2,425	40 Added 0.33%	12,110 $659,000
Q3 2024 Nov 12, 2024	BUY	$51.3 - $59.04 $182,474 - $210,005	3,557 Added 41.78%	12,070 $663,000
Q2 2024 Aug 13, 2024	BUY	$51.57 - $56.54 $50,126 - $54,956	972 Added 12.89%	8,513 $445,000
Q1 2024 May 15, 2024	BUY	$50.53 - $56.94 $141,180 - $159,090	2,794 Added 58.86%	7,541 $429,000
Q4 2023 Feb 14, 2024	BUY	$45.09 - $55.21 $214,042 - $262,081	4,747 New	4,747 $257,000

Others Institutions Holding XSVM

# of Institutions

143

Shares Held

7.62M

Call Options Held

Put Options Held

100

View Full List

About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
Sector ETFs
Industry ETFs

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Visionary Wealth Advisors Invesco S&P Smallcap Value Wit Transaction History