Hbw Advisory Services LLC Invesco S&P Smallcap Value Wit Transaction History

Hbw Advisory Services LLC

$634 Million
Q1 2025

A detailed history of Hbw Advisory Services LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Hbw Advisory Services LLC holds 22,564 shares of XSVM stock, worth $1.05 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

22,564

Previous 21,705 3.96%

Holding current value

$1.05 Million

Previous $1.18 Million 4.57%

% of portfolio

0.18%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$49.34 - $55.91 $42,383 - $48,026	859 Added 3.96%	22,564 $1.13 Million
Q4 2024 Jan 10, 2025	SELL	$53.38 - $60.64 $190,459 - $216,363	-3,568 Reduced 14.12%	21,705 $1.18 Million
Q3 2024 Oct 04, 2024	SELL	$51.3 - $59.04 $4,360 - $5,018	-85 Reduced 0.34%	25,273 $1.39 Million
Q2 2024 Jul 05, 2024	BUY	$51.57 - $56.54 $616,364 - $675,766	11,952 Added 89.15%	25,358 $1.33 Million
Q4 2023 Jan 16, 2024	BUY	$45.09 - $55.21 $23,401 - $28,653	519 Added 4.03%	13,406 $726,000
Q3 2023 Oct 11, 2023	BUY	$45.54 - $50.67 $337,405 - $375,414	7,409 Added 135.25%	12,887 $621,000
Q2 2023 Jul 05, 2023	BUY	$42.07 - $47.06 $230,459 - $257,794	5,478 New	5,478 $254,000

Others Institutions Holding XSVM

# of Institutions

152

Shares Held

9.62M

Call Options Held

100

Put Options Held

View Full List

About INVESCO S&P SMALLCAP VALUE WIT

Ticker XSVM
Sector ETFs
Industry ETFs

More about XSVM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbw Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbw Advisory Services LLC with notifications on news.

Account

Hbw Advisory Services LLC Invesco S&P Smallcap Value Wit Transaction History