Latest Institutional Sells of Invesco S&P Smallcap Value Wit (XSVM)
This list provides information on the latest institutional transactions involving Invesco S&P Smallcap Value Wit (XSVM) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-259K- 60.16% |
$13.3M - $15.1M
|
172K
$9.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-184K- 16.96% |
$9.46M - $10.7M
|
903K
$49.4M
|
|
|
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 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-52.8K- 77.08% |
$2.71M - $3.07M
|
15.7K
$860K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.6K- 14.87% |
$904K - $1.02M
|
101K
$5.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-16K- 6.33% |
$821K - $930K
|
237K
$13M
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.7K- 13.04% |
$701K - $794K
|
91.1K
$4.99M
|
|
|
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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.19K- 7.92% |
$420K - $476K
|
95.2K
$5.21M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-6.47K- 27.1% |
$332K - $376K
|
17.4K
$953K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.71K- 4.85% |
$293K - $332K
|
112K
$6.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.44K- 40.65% |
$279K - $316K
|
7.95K
$435K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-4.3K- 9.23% |
$221K - $250K
|
42.3K
$2.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.49K- 5.64% |
$179K - $203K
|
58.4K
$3.2M
|
|
|
Nov 10, 2025
Q3 2025
|
360 Financial, Inc.
|
SELL
|
- |
-3.14K- 1.0% |
$161K - $183K
|
311K
$17M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.03K- 23.72% |
$155K - $176K
|
9.74K
$533K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.54K- 26.36% |
$130K - $147K
|
7.09K
$388K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.45K- 23.35% |
$126K - $142K
|
8.04K
$440K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.18K- 10.56% |
$112K - $127K
|
18.4K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.77K- 16.38% |
$91K - $103K
|
9.05K
$496K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.77K- 9.8% |
$90.8K - $103K
|
16.3K
$892K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-1.51K- 10.08% |
$77.5K - $87.8K
|
13.5K
$738K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.4K- 2.08% |
$71.8K - $81.4K
|
66K
$3.62M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.18K- 78.01% |
$60.6K - $68.7K
|
333
$18.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1K- 3.03% |
$51.5K - $58.3K
|
32.1K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-983- 2.16% |
$50.5K - $57.2K
|
44.5K
$2.44M
|
|
|
Oct 09, 2025
Q3 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-913- 5.11% |
$46.9K - $53.1K
|
17K
$929K
|
|
|
Oct 14, 2025
Q3 2025
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-903- 2.0% |
$46.4K - $52.5K
|
44.2K
$2.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-900- 12.26% |
$46.2K - $52.3K
|
6.44K
$353K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-689- 6.64% |
$35.4K - $40.1K
|
9.68K
$530K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-630- 6.1% |
$32.3K - $36.6K
|
9.7K
$532K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-523- 48.79% |
$26.8K - $30.4K
|
549
$30.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-475- 4.22% |
$24.4K - $27.6K
|
10.8K
$591K
|
|
|
Nov 18, 2025
Q3 2025
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-379- 3.55% |
$19.5K - $22K
|
10.3K
$564K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-336- 15.75% |
$17.2K - $19.5K
|
1.8K
$98.4K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-218- 1.22% |
$11.2K - $12.7K
|
17.7K
$969K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-214- 0.6% |
$11K - $12.4K
|
35.5K
$1.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-197- 3.29% |
$10.1K - $11.5K
|
5.79K
$317K
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
SELL
|
- |
-154- 0.72% |
$7.9K - $8.96K
|
21.3K
$1.17M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-95- 11.59% |
$4.88K - $5.52K
|
725
$39.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-72- 0.23% |
$3.7K - $4.19K
|
31.9K
$1.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-52- 0.26% |
$2.67K - $3.02K
|
19.8K
$1.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-46- 5.97% |
$2.36K - $2.67K
|
724
$39.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-28- 0.3% |
$1.44K - $1.63K
|
9.17K
$503K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-21- 0.24% |
$1.08K - $1.22K
|
8.9K
$487K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-15- 1.6% |
$770 - $872
|
921
$50.5K
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54.5K- 18.16% |
$2.41M - $2.84M
|
246K
$13.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-27.8K- 68.5% |
$1.23M - $1.45M
|
12.8K
$700K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.5K- 19.72% |
$860K - $1.01M
|
79.2K
$4.34M
|
|