Captrust Financial Advisors Invesco S&P Smallcap Value Wit Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025

A detailed history of Captrust Financial Advisors transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Captrust Financial Advisors holds 4,753 shares of XSVM stock, worth $260,369. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,753
Holding current value
$260,369
% of portfolio
0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
BUY
$51.33 - $58.15 $243,971 - $276,386
4,753 New
4,753 $268,000
Q3 2022

Nov 16, 2022
SELL
$41.2 - $51.05 $100,528 - $124,562
-2,440 Reduced 3.92%
59,878 $2.47 Million
Q2 2022

Aug 23, 2022
SELL
$44.09 - $54.47 $132 - $163
-3 Reduced -0.0%
62,318 $2.77 Million
Q2 2022

Aug 16, 2022
BUY
$44.09 - $54.47 $2.13 Million - $2.64 Million
48,402 Added 347.74%
62,321 $2.77 Million
Q1 2022

May 16, 2022
BUY
$50.74 - $55.63 $634,554 - $695,708
12,506 Added 885.07%
13,919 $750,000
Q4 2021

Feb 14, 2022
BUY
$50.26 - $56.67 $201 - $226
4 Added 0.28%
1,413 $76,000
Q3 2021

Nov 16, 2021
BUY
$46.5 - $51.75 $54,916 - $61,116
1,181 Added 517.98%
1,409 $71,000
Q2 2021

Aug 16, 2021
BUY
$46.86 - $55.21 $8,481 - $9,993
181 Added 385.11%
228 $12,000
Q4 2020

Feb 16, 2021
BUY
$27.14 - $35.23 $1,275 - $1,655
47 New
47 $2,000
Q3 2020

Nov 17, 2020
SELL
$22.95 - $28.35 $1,078 - $1,332
-47 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$17.63 - $28.11 $828 - $1,321
47 New
47 $1,000
Q4 2019

Feb 14, 2020
SELL
$29.25 - $34.4 $1,374 - $1,616
-47 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
$28.65 - $32.89 $1,346 - $1,545
47 New
47 $2,000

Others Institutions Holding XSVM

# of Institutions
136
Shares Held
6.76M
Call Options Held
0
Put Options Held
0
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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