Latest Institutional Transactions on Invesco S&P Smallcap Value Wit (XSVM)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Value Wit (XSVM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
61New |
$3.3K - $3.47K
|
61
$3.34K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.34K- 4.21% |
$72.5K - $76.3K
|
30.5K
$1.67M
|
|
|
Jan 16, 2026
Q4 2025
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
146+ 0.46% |
$7.89K - $8.31K
|
31.6K
$1.73M
|
|
|
Jan 15, 2026
Q4 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
3.63K+ 21.4% |
$196K - $207K
|
20.6K
$1.13M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.48K- 5.41% |
$79.9K - $84.1K
|
25.8K
$1.41M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-486- 5.01% |
$26.3K - $27.7K
|
9.22K
$505K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.89K+ 65.28% |
$102K - $108K
|
4.79K
$263K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6+ 0.11% |
$324 - $342
|
5.39K
$295K
|
|
|
Jan 09, 2026
Q4 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-150- 0.34% |
$8.11K - $8.54K
|
44K
$2.41M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
980+ 1.8% |
$53K - $55.8K
|
55.4K
$3.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
36+ 0.4% |
$1.95K - $2.05K
|
9.09K
$498K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-479- 2.71% |
$25.9K - $27.3K
|
17.2K
$943K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
2.4K+ 3.38% |
$130K - $137K
|
73.6K
$4.03M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12- 0.07% |
$616 - $698
|
16.5K
$906K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
92New |
$4.72K - $5.35K
|
92
$5.04K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.75KNew |
$244K - $276K
|
4.75K
$260K
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-379- 3.55% |
$19.5K - $22K
|
10.3K
$564K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
52New |
$2.67K - $3.02K
|
52
$2.85K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.7K- 13.04% |
$701K - $794K
|
91.1K
$4.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
115K+ 77.48% |
$5.89M - $6.67M
|
263K
$14.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.19K- 7.92% |
$420K - $476K
|
95.2K
$5.21M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
215+ 59.72% |
$11K - $12.5K
|
575
$31.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.7K- 2.45% |
$603K - $683K
|
468K
$25.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-54.4K- 70.19% |
$2.79M - $3.16M
|
23.1K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
785+ 1.66% |
$40.3K - $45.6K
|
48.2K
$2.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.94K+ 2.65% |
$510K - $578K
|
384K
$21.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-15.4K- 15.92% |
$790K - $895K
|
81.3K
$4.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
852+ 10.39% |
$43.7K - $49.5K
|
9.05K
$496K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-28- 0.3% |
$1.44K - $1.63K
|
9.17K
$503K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.51K- 10.08% |
$77.5K - $87.8K
|
13.5K
$738K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.74K+ 11.81% |
$141K - $160K
|
26K
$1.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-689- 6.64% |
$35.4K - $40.1K
|
9.68K
$530K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
91.7K+ 134.8% |
$4.71M - $5.33M
|
160K
$8.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.77KNew |
$245K - $277K
|
4.77K
$261K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.05K+ 76.01% |
$54K - $61.2K
|
2.44K
$133K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.4K- 2.08% |
$71.8K - $81.4K
|
66K
$3.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-52.8K- 77.08% |
$2.71M - $3.07M
|
15.7K
$860K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21- 0.24% |
$1.08K - $1.22K
|
8.9K
$487K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
934New |
$47.9K - $54.3K
|
934
$51.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.18KNew |
$214K - $243K
|
4.18K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
265KNew |
$13.6M - $15.4M
|
265K
$14.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-475- 4.22% |
$24.4K - $27.6K
|
10.8K
$591K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
421+ 3.18% |
$21.6K - $24.5K
|
13.7K
$748K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40+ 8.62% |
$2.05K - $2.33K
|
504
$27.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.44K- 40.65% |
$279K - $316K
|
7.95K
$435K
|
|
|
Nov 12, 2025
Q3 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
36.4K+ 41.64% |
$1.87M - $2.12M
|
124K
$6.79M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
19.1K+ 24.14% |
$982K - $1.11M
|
98.3K
$5.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.77K- 9.8% |
$90.8K - $103K
|
16.3K
$892K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-983- 2.16% |
$50.5K - $57.2K
|
44.5K
$2.44M
|
|