Purchases and Sales Made in Q4 2025 in Invesco ETF Tr Ii S&P Smallcap (XSHQ)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHQ) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P SMALLCAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.72K+ 7.33% |
$357K - $379K
|
128K
$5.28M
|
|
|
Jan 22, 2026
Q4 2025
|
Schwab Charitable Fund
|
BUY
|
- |
4.99KNew |
$205K - $217K
|
4.99K
$207K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.79K+ 12.03% |
$196K - $208K
|
44.6K
$1.84M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.67K+ 3.5% |
$109K - $116K
|
78.9K
$3.26M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.32KNew |
$53.9K - $57.1K
|
1.32K
$54.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
172+ 3.04% |
$7.04K - $7.47K
|
5.84K
$242K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-505- 9.01% |
$20.7K - $21.9K
|
5.1K
$211K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.03K- 9.37% |
$42K - $44.5K
|
9.92K
$410K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.85K- 0.9% |
$75.7K - $80.2K
|
204K
$8.45M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.4K- 32.61% |
$139K - $148K
|
7.03K
$291K
|
|