Purchases and Sales Made in Q2 2024 in Invesco S&P Smallcap Value Wit (XSVM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.23K+ 3.83% |
$63.2K - $69.3K
|
33.2K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.12K+ 16.83% |
$57.6K - $63.2K
|
7.75K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.08KNew |
$55.9K - $61.2K
|
1.08K
$59.6K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 3.26% |
$54.5K - $59.8K
|
33.5K
$1.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
972+ 12.89% |
$50.1K - $55K
|
8.51K
$468K
|
|
|
Aug 07, 2024
Q2 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
956+ 1.58% |
$49.3K - $54.1K
|
61.5K
$3.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
777+ 6.63% |
$40.1K - $43.9K
|
12.5K
$687K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
687+ 12.5% |
$35.4K - $38.8K
|
6.18K
$340K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
658+ 6.26% |
$33.9K - $37.2K
|
11.2K
$615K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
656+ 37.36% |
$33.8K - $37.1K
|
2.41K
$133K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
637+ 1.53% |
$32.9K - $36K
|
42.3K
$2.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
582+ 0.52% |
$30K - $32.9K
|
113K
$6.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
440+ 12.45% |
$22.7K - $24.9K
|
3.98K
$219K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
382+ 4.36% |
$19.7K - $21.6K
|
9.15K
$503K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
359New |
$18.5K - $20.3K
|
359
$19.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
359+ 5.33% |
$18.5K - $20.3K
|
7.09K
$390K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
277+ 64.42% |
$14.3K - $15.7K
|
707
$38.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
215+ 2.36% |
$11.1K - $12.2K
|
9.31K
$512K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113New |
$5.83K - $6.39K
|
113
$6.22K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
76+ 8.22% |
$3.92K - $4.3K
|
1K
$55.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
60New |
$3.09K - $3.39K
|
60
$3.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
54+ 0.47% |
$2.78K - $3.05K
|
11.5K
$631K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
41New |
$2.11K - $2.32K
|
41
$2.26K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
17+ 8.9% |
$877 - $961
|
208
$11.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13+ 2.97% |
$670 - $735
|
451
$24.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
10+ 0.05% |
$516 - $565
|
20.4K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7+ 0.1% |
$361 - $396
|
7.35K
$404K
|
|
|
Jul 16, 2024
Q2 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
4+ 0.01% |
$206 - $226
|
35.9K
$1.97M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3+ 0.06% |
$155 - $170
|
5.07K
$279K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 1.15% |
$155 - $170
|
263
$14.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-9- 0.09% |
$464 - $509
|
9.58K
$527K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-32- 2.64% |
$1.65K - $1.81K
|
1.18K
$64.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-40- 29.85% |
$2.06K - $2.26K
|
94
$5.17K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-44- 0.25% |
$2.27K - $2.49K
|
17.5K
$965K
|
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-67- 0.42% |
$3.46K - $3.79K
|
15.8K
$868K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-81- 0.18% |
$4.18K - $4.58K
|
45.7K
$2.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-84- 0.95% |
$4.33K - $4.75K
|
8.77K
$483K
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-92- 1.59% |
$4.74K - $5.2K
|
5.68K
$313K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-170- 10.81% |
$8.77K - $9.61K
|
1.4K
$77.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-171- 8.81% |
$8.82K - $9.67K
|
1.77K
$97.3K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-195- 3.41% |
$10.1K - $11K
|
5.52K
$303K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-600- 7.17% |
$30.9K - $33.9K
|
7.77K
$428K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-668- 4.79% |
$34.4K - $37.8K
|
13.3K
$730K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-975- 3.97% |
$50.3K - $55.1K
|
23.6K
$1.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.55K- 3.19% |
$80.1K - $87.9K
|
47.2K
$2.6M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.68K- 8.12% |
$86.5K - $94.8K
|
19K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.84K- 11.82% |
$94.7K - $104K
|
13.7K
$753K
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-1.86K- 2.76% |
$95.8K - $105K
|
65.5K
$3.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.38K- 26.88% |
$123K - $135K
|
6.47K
$356K
|