Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
96+ 1.1% |
$4.37K - $4.86K
|
8.8K
$456K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
80+ 1.04% |
$3.64K - $4.05K
|
7.8K
$405K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
69New |
$3.14K - $3.5K
|
69
$3.58K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31+ 0.14% |
$1.41K - $1.57K
|
22K
$1.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6+ 0.06% |
$273 - $304
|
9.25K
$479K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.44% |
$228 - $253
|
1.14K
$59K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.28% |
$137 - $152
|
1.08K
$55.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2- 0.18% |
$91.1 - $101
|
1.12K
$58.3K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-14- 9.59% |
$638 - $709
|
132
$6.85K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-25- 1.63% |
$1.14K - $1.27K
|
1.51K
$78.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-133Closed |
$6.06K - $6.74K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-134- 13.16% |
$6.1K - $6.79K
|
884
$45.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-227- 0.44% |
$10.3K - $11.5K
|
51.4K
$2.67M
|
|
|
Mar 04, 2025
Q3 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-265- 1.38% |
$12.1K - $13.4K
|
19K
$984K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-471- 10.62% |
$21.4K - $23.9K
|
3.96K
$206K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-669- 3.84% |
$30.5K - $33.9K
|
16.8K
$869K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.04K- 58.78% |
$47.3K - $52.6K
|
728
$37.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 10.06% |
$47.8K - $53.2K
|
9.38K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.45K- 23.41% |
$66.1K - $73.6K
|
4.75K
$246K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.7K- 28.43% |
$77.3K - $86K
|
4.28K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.72K- 20.14% |
$78.3K - $87.2K
|
6.82K
$354K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2K- 29.55% |
$90.9K - $101K
|
4.76K
$247K
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.44K- 2.32% |
$111K - $124K
|
103K
$5.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.86K- 14.47% |
$130K - $145K
|
16.9K
$877K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.86K- 1.95% |
$130K - $145K
|
144K
$7.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.86K- 1.95% |
$130K - $145K
|
144K
$7.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.2K- 10.08% |
$146K - $162K
|
28.5K
$1.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-3.26K- 4.63% |
$148K - $165K
|
67.1K
$3.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.24K- 14.1% |
$193K - $215K
|
25.8K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.68K- 1.81% |
$213K - $237K
|
253K
$13.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.88K- 46.99% |
$268K - $298K
|
6.64K
$344K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.89K- 10.84% |
$268K - $298K
|
48.4K
$2.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-6.15K- 57.73% |
$280K - $311K
|
4.5K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.84K- 12.77% |
$312K - $347K
|
46.7K
$2.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-6.93K- 12.35% |
$316K - $351K
|
49.2K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.77K- 29.26% |
$354K - $394K
|
18.8K
$975K
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.15K- 47.18% |
$371K - $413K
|
9.13K
$473K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.85K- 1.51% |
$403K - $448K
|
576K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.9K- 6.4% |
$541K - $602K
|
174K
$9.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-21.9K- 3.09% |
$997K - $1.11M
|
687K
$35.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-23K- 7.33% |
$1.05M - $1.17M
|
291K
$15.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-30.8KClosed |
$1.4M - $1.56M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-66.5K- 36.34% |
$3.03M - $3.37M
|
116K
$6.04M
|