Purchases and Sales Made in Q1 2022 in Invesco S&P Smallcap Value Wit (XSVM)

XSVM Quotes by TradingView

This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP VALUE WIT.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
3.97K
New
$201K - $221K
3.97K $212K
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3.74K
+ 65.64%
$190K - $208K
9.45K $504K
May 12, 2022 Q1 2022
Citigroup Inc

BUY
 -
3.59K
+ 23.77%
$182K - $200K
18.7K $997K
May 09, 2022 Q1 2022
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
3.41K
+ 31.27%
$173K - $190K
14.3K $763K
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.29K
+ 15.74%
$116K - $128K
16.9K $899K
Jan 12, 2024 Q1 2022
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
1.91K
+ 34.71%
$96.9K - $106K
7.41K $395K
May 05, 2022 Q1 2022
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
1.86K
+ 6.48%
$94.2K - $103K
30.5K $1.63M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
1.61K
New
$81.6K - $89.5K
1.61K $85.8K
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
1.61K
+ 11.09%
$81.5K - $89.3K
16.1K $858K
May 17, 2022 Q1 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.49K
+ 37.44%
$75.6K - $82.9K
5.47K $292K
Apr 14, 2022 Q1 2022
First Command Financial Services, Inc.

BUY
 -
1.35K
New
$68.5K - $75.1K
1.35K $72K
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
BUY
 -
996
+ 9.86%
$50.5K - $55.4K
11.1K $592K
Apr 29, 2022 Q1 2022
Accel Wealth Management

BUY
 -
850
+ 223.68%
$43.1K - $47.3K
1.23K $65.6K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
761
New
$38.6K - $42.3K
761 $40.6K
Apr 27, 2022 Q1 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
707
+ 13.22%
$35.9K - $39.3K
6.05K $323K
Apr 14, 2022 Q1 2022
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
545
+ 7.93%
$27.7K - $30.3K
7.42K $396K
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
473
+ 28.88%
$24K - $26.3K
2.11K $113K
Apr 11, 2022 Q1 2022
Dynamic Advisor Solutions LLC

BUY
 -
436
+ 6.34%
$22.1K - $24.3K
7.31K $390K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
367
New
$18.6K - $20.4K
367 $19.6K
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
360
+ 2.75%
$18.3K - $20K
13.4K $716K
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
279
+ 3.64%
$14.2K - $15.5K
7.94K $423K
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
190
+ 15.32%
$9.64K - $10.6K
1.43K $76.2K
Apr 29, 2022 Q1 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
170
New
$8.63K - $9.46K
170 $9.06K
May 10, 2022 Q1 2022
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
100
New
$5.07K - $5.56K
100 $5.33K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
100
New
$5.07K - $5.56K
100 $5.33K
Aug 14, 2024 Q1 2022
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
38
New
$1.93K - $2.11K
38 $2.03K
May 06, 2022 Q1 2022
Mufg Americas Holdings Corp

BUY
 -
17
New
$863 - $946
17 $906
Dec 01, 2022 Q1 2022
Mufg Americas Holdings Corp

BUY
 -
17
New
$863 - $946
17 $906
May 16, 2022 Q1 2022
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
1
+ 0.76%
$50.7 - $55.6
132 $7.04K
Apr 07, 2022 Q1 2022
Beacon Capital Management, Inc.

SELL
 -
-2
- 0.14%
$101 - $111
1.44K $77K
Apr 08, 2022 Q1 2022
Level Financial Advisors, Inc.

SELL
 -
-2
Closed
$101 - $111
0 $0
Apr 29, 2022 Q1 2022
Clearview Wealth Advisors LLC

SELL
 -
-9
Closed
$457 - $501
0 $0
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-98
Closed
$4.97K - $5.45K
0 $0
May 16, 2022 Q1 2022
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
SELL
 -
-112
Closed
$5.68K - $6.23K
0 $0
Apr 18, 2022 Q1 2022
Archford Capital Strategies, LLC

SELL
 -
-179
- 0.94%
$9.08K - $9.96K
18.8K $1M
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

SELL
 -
-467
- 29.63%
$23.7K - $26K
1.11K $59.1K
May 16, 2022 Q1 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-629
- 1.6%
$31.9K - $35K
38.6K $2.06M
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-790
Closed
$40.1K - $43.9K
0 $0
Apr 18, 2022 Q1 2022
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-1.19K
- 10.16%
$60.4K - $66.2K
10.5K $561K
Apr 22, 2022 Q1 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-1.99K
- 6.52%
$101K - $111K
28.5K $1.52M
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

SELL
 -
-2.5K
Closed
$127K - $139K
0 $0
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

SELL
 -
-2.6K
- 59.09%
$132K - $145K
1.8K $96K
Nov 14, 2022 Q1 2022
Brown Advisory Inc

SELL
 -
-2.85K
- 40.1%
$145K - $159K
4.26K $227K
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-4.43K
- 21.76%
$225K - $246K
15.9K $849K
May 13, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-5.41K
- 1.38%
$274K - $301K
385K $20.5M
May 16, 2022 Q1 2022
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-5.94K
Closed
$301K - $330K
0 $0
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-6.21K
- 16.76%
$315K - $345K
30.8K $1.64M
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-6.21K
- 16.76%
$315K - $345K
30.8K $1.64M
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-6.67K
- 85.74%
$339K - $371K
1.11K $59.2K

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