Atria Wealth Solutions, Inc. Invesco ETF Tr Ii S&P Smallcap Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 38,037 shares of XSHQ stock, worth $1.47 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

38,037

Previous 29,971 26.91%

Holding current value

$1.47 Million

Previous $1.3 Million 24.13%

% of portfolio

0.02%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$42.35 - $47.59 $341,595 - $383,860	8,066 Added 26.91%	38,037 $1.61 Million
Q3 2024 Nov 08, 2024	BUY	$38.22 - $43.47 $342,221 - $389,230	8,954 Added 42.6%	29,971 $1.3 Million
Q2 2024 Jul 22, 2024	SELL	$38.4 - $40.81 $61,478 - $65,336	-1,601 Reduced 7.08%	21,017 $816,000
Q1 2024 May 13, 2024	BUY	$37.97 - $41.18 $48,981 - $53,122	1,290 Added 6.05%	22,618 $931,000
Q4 2023 Feb 02, 2024	BUY	$33.63 - $40.52 $176,254 - $212,365	5,241 Added 32.58%	21,328 $850,000
Q3 2023 Nov 08, 2023	BUY	$35.01 - $38.25 $563,205 - $615,327	16,087 New	16,087 $573,000

Others Institutions Holding XSHQ

# of Institutions

Shares Held

7.58M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHQ
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Invesco ETF Tr Ii S&P Smallcap Transaction History