Southland Equity Partners LLC Invesco S&P Smallcap Value Wit Transaction History

Southland Equity Partners LLC

$507 Billion
Q4 2025

A detailed history of Southland Equity Partners LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Southland Equity Partners LLC holds 9,218 shares of XSVM stock, worth $504,962. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,218

Previous 9,704 5.01%

Holding current value

$504,962

Previous $548 Million 3.86%

% of portfolio

0.1%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	SELL	$54.07 - $56.94 $26,278 - $27,672	-486 Reduced 5.01%	9,218 $527 Million
Q3 2025 Oct 15, 2025	SELL	$51.33 - $58.15 $32,337 - $36,634	-630 Reduced 6.1%	9,704 $548 Million
Q2 2025 Jul 14, 2025	SELL	$44.22 - $52.08 $1,636 - $1,926	-37 Reduced 0.36%	10,334 $537 Million
Q1 2025 Apr 16, 2025	SELL	$49.34 - $55.91 $9,127 - $10,343	-185 Reduced 1.75%	10,371 $521 Million
Q4 2024 Jan 21, 2025	BUY	$53.38 - $60.64 $23,593 - $26,802	442 Added 4.37%	10,556 $575 Million

Q3 2024 Oct 15, 2024	BUY	$51.3 - $59.04 $27,548 - $31,704	537 Added 5.61%	10,114 $556 Million
Q2 2024 Jul 12, 2024	SELL	$51.57 - $56.54 $464 - $508	-9 Reduced 0.09%	9,577 $502 Million
Q1 2024 Apr 12, 2024	BUY	$50.53 - $56.94 $9,701 - $10,932	192 Added 2.04%	9,586 $546 Million
Q4 2023 Jan 09, 2024	BUY	$45.09 - $55.21 $32,960 - $40,358	731 Added 8.44%	9,394 $509 Million
Q3 2023 Jan 02, 2024	BUY	$45.54 - $50.67 $14,436 - $16,062	317 Added 3.8%	8,663 $417 Million
Q2 2023 Jan 02, 2024	BUY	$42.07 - $47.06 $5,006 - $5,600	119 Added 1.45%	8,346 $388 Million
Q1 2023 Jan 02, 2024	BUY	$43.13 - $52.31 $26,697 - $32,379	619 Added 8.14%	8,227 $375 Million
Q4 2022 Jan 02, 2024	BUY	$42.21 - $50.23 $321,133 - $382,149	7,608 New	7,608 $348 Million

Others Institutions Holding XSVM

# of Institutions

134

Shares Held

6.74M

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP VALUE WIT

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Southland Equity Partners LLC Invesco S&P Smallcap Value Wit Transaction History