Purchases and Sales Made in Q4 2024 in Invesco S&P Smallcap Value Wit (XSVM)
This table provides information about the institutional ownership of Invesco S&P Smallcap Value Wit (XSVM) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP VALUE WIT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
206KNew |
$11M - $12.5M
|
206K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
58.3K+ 8.66% |
$3.11M - $3.54M
|
732K
$40.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.5KNew |
$1.15M - $1.31M
|
21.5K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
18.2K+ 7.29% |
$971K - $1.1M
|
268K
$14.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
14.2KNew |
$757K - $860K
|
14.2K
$780K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
12.3K+ 67.76% |
$655K - $744K
|
30.4K
$1.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
7.23K+ 3.69% |
$386K - $439K
|
203K
$11.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.1K+ 45.48% |
$379K - $430K
|
22.7K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.24K+ 10.46% |
$333K - $378K
|
65.9K
$3.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.95KNew |
$318K - $361K
|
5.95K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.58K+ 12.41% |
$298K - $339K
|
50.6K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
4.4K+ 10.6% |
$235K - $267K
|
45.9K
$2.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2.87K+ 10.05% |
$153K - $174K
|
31.4K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.37K+ 2.07% |
$126K - $144K
|
117K
$6.42M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.1K+ 2.1% |
$112K - $127K
|
102K
$5.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 1.24% |
$107K - $121K
|
162K
$8.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.3K+ 3.28% |
$69.6K - $79K
|
41K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 4.77% |
$59.4K - $67.4K
|
24.4K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
714+ 7.9% |
$38.1K - $43.3K
|
9.75K
$537K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
690+ 9.98% |
$36.8K - $41.8K
|
7.6K
$418K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
660+ 37.31% |
$35.2K - $40K
|
2.43K
$134K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
442+ 4.37% |
$23.6K - $26.8K
|
10.6K
$581K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
254New |
$13.6K - $15.4K
|
254
$14K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
106+ 1.13% |
$5.66K - $6.43K
|
9.49K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
95New |
$5.07K - $5.76K
|
95
$5.23K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
36+ 12.33% |
$1.92K - $2.18K
|
328
$18K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
6+ 0.08% |
$320 - $364
|
7.36K
$405K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.27% |
$267 - $303
|
1.89K
$104K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5+ 0.09% |
$267 - $303
|
5.47K
$301K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.34% |
$214 - $243
|
1.19K
$65.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.68% |
$107 - $121
|
296
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-13- 0.07% |
$694 - $788
|
17.8K
$982K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-200- 1.54% |
$10.7K - $12.1K
|
12.8K
$702K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-292- 3.36% |
$15.6K - $17.7K
|
8.39K
$462K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-323- 1.82% |
$17.2K - $19.6K
|
17.5K
$960K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-329- 1.73% |
$17.6K - $20K
|
18.7K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-336- 1.14% |
$17.9K - $20.4K
|
29.1K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-675- 79.32% |
$36K - $40.9K
|
176
$9.68K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.02K- 2.23% |
$54.4K - $61.9K
|
44.8K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.02K- 3.22% |
$54.6K - $62K
|
30.8K
$1.69M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
SELL
|
- |
-1.45K- 2.28% |
$77.3K - $87.9K
|
62K
$3.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.56K- 6.73% |
$83.3K - $94.7K
|
21.6K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-1.71K- 4.91% |
$91.1K - $104K
|
33.1K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.71K- 3.99% |
$91.4K - $104K
|
41.1K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.13K- 15.81% |
$114K - $129K
|
11.3K
$624K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.71K- 1.99% |
$145K - $164K
|
133K
$7.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.57K- 14.12% |
$190K - $216K
|
21.7K
$1.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-6.18K- 18.11% |
$330K - $374K
|
27.9K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-19.3K- 64.59% |
$1.03M - $1.17M
|
10.6K
$581K
|