Wagner Wealth Management, LLC Invesco S&P Smallcap Value Wit Transaction History

Wagner Wealth Management, LLC

  • $302 Million
  • Q2 2025

A detailed history of Wagner Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 288 shares of XSVM stock, worth $15,157. This represents 0.0% of its overall portfolio holdings.

Number of Shares
288
Previous 302 4.64%
Holding current value
$15,157
Previous $15,000 6.67%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$44.22 - $52.08 $619 - $729
-14 Reduced 4.64%
288 $14,000
Q1 2025

Apr 17, 2025
BUY
$49.34 - $55.91 $296 - $335
6 Added 2.03%
302 $15,000
Q4 2024

Jan 28, 2025
BUY
$53.38 - $60.64 $106 - $121
2 Added 0.68%
296 $16,000
Q3 2024

Oct 10, 2024
BUY
$51.3 - $59.04 $1,590 - $1,830
31 Added 11.79%
294 $16,000
Q2 2024

Jul 18, 2024
BUY
$51.57 - $56.54 $154 - $169
3 Added 1.15%
263 $13,000
Q1 2024

Apr 23, 2024
BUY
$50.53 - $56.94 $13,137 - $14,804
260 New
260 $14,000

Others Institutions Holding XSVM

# of Institutions
143
Shares Held
7.56M
Call Options Held
0
Put Options Held
100
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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