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

Dopkins Wealth Management, LLC

$230 Million
Q4 2025

A detailed history of Dopkins Wealth Management, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Dopkins Wealth Management, LLC holds 44,028 shares of XSVM stock, worth $2.41 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares

44,028

Previous 44,178 0.34%

Holding current value

$2.41 Million

Previous $2.49 Million 3.33%

% of portfolio

1.05%

Previous 1.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 09, 2026	SELL	$54.07 - $56.94 $8,110 - $8,541	-150 Reduced 0.34%	44,028 $2.41 Million
Q3 2025 Oct 14, 2025	SELL	$51.33 - $58.15 $46,350 - $52,509	-903 Reduced 2.0%	44,178 $2.49 Million
Q2 2025 Jul 17, 2025	BUY	$44.22 - $52.08 $752,403 - $886,141	17,015 Added 60.62%	45,081 $2.34 Million
Q1 2025 Apr 22, 2025	BUY	$49.34 - $55.91 $174,120 - $197,306	3,529 Added 14.38%	28,066 $1.41 Million
Q4 2024 Feb 10, 2025	BUY	$53.38 - $60.64 $1.04 Million - $1.18 Million	19,423 Added 379.8%	24,537 $1.34 Million

Q3 2024 Nov 06, 2024	BUY	$51.3 - $59.04 $262,348 - $301,930	5,114 New	5,114 $281,000

Others Institutions Holding XSVM

# of Institutions

135

Shares Held

6.76M

Call Options Held

Put Options Held

View Full List

About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
Sector ETFs
Industry ETFs

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