Thoroughbred Financial Services, LLC Invesco S&P Smallcap Value Wit Transaction History

Thoroughbred Financial Services, LLC

  • $1.62 Billion
  • Q3 2025

A detailed history of Thoroughbred Financial Services, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Thoroughbred Financial Services, LLC holds 8,037 shares of XSVM stock, worth $440,266. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,037
Previous 10,486 23.35%
Holding current value
$440,266
Previous $545,000 16.88%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 10, 2025
SELL
$51.33 - $58.15 $125,707 - $142,409
-2,449 Reduced 23.35%
8,037 $453,000
Q2 2025

Aug 08, 2025
SELL
$44.22 - $52.08 $9,816 - $11,561
-222 Reduced 2.07%
10,486 $545,000
Q1 2025

May 09, 2025
SELL
$49.34 - $55.91 $276,550 - $313,375
-5,605 Reduced 34.36%
10,708 $537,000
Q4 2024

Feb 12, 2025
SELL
$53.38 - $60.64 $730,024 - $829,312
-13,676 Reduced 45.6%
16,313 $888,000
Q3 2024

Nov 08, 2024
BUY
$51.3 - $59.04 $74,641 - $85,903
1,455 Added 5.1%
29,989 $1.65 Million
Q2 2024

Aug 08, 2024
BUY
$51.57 - $56.54 $240,213 - $263,363
4,658 Added 19.51%
28,534 $1.49 Million
Q1 2024

May 07, 2024
SELL
$50.53 - $56.94 $209,598 - $236,187
-4,148 Reduced 14.8%
23,876 $1.36 Million
Q4 2023

Feb 09, 2024
SELL
$45.09 - $55.21 $20,200 - $24,734
-448 Reduced 1.57%
28,024 $1.52 Million
Q3 2023

Nov 08, 2023
BUY
$45.54 - $50.67 $211,806 - $235,666
4,651 Added 19.52%
28,472 $1.37 Million
Q2 2023

Aug 03, 2023
BUY
$42.07 - $47.06 $49,726 - $55,624
1,182 Added 5.22%
23,821 $1.11 Million
Q1 2023

Apr 24, 2023
BUY
$43.13 - $52.31 $215,865 - $261,811
5,005 Added 28.38%
22,639 $1.03 Million
Q4 2022

Feb 07, 2023
BUY
$42.21 - $50.23 $476,677 - $567,247
11,293 Added 178.09%
17,634 $806,000
Q3 2022

Oct 27, 2022
BUY
$41.2 - $51.05 $53,601 - $66,416
1,301 Added 25.81%
6,341 $261,000
Q2 2022

Aug 03, 2022
BUY
$44.09 - $54.47 $222,213 - $274,528
5,040 New
5,040 $223,000

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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