Dynamic Advisor Solutions LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Dynamic Advisor Solutions LLC

$3.33 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	BUY	$18.67 - $22.54 $405,773 - $489,884	21,734 New	21,734 $432,000

Others Institutions Holding XSHD

# of Institutions

34

Shares Held

1.01M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

186K
Shares

$2.36 Million
0.0% of portfolio
Concord Wealth Partners

143K
Shares

$1.82 Million
0.27% of portfolio
Concord Asset Management, Llc/Va Abingdon, VA

143K
Shares

$1.81 Million
0.35% of portfolio
Heartwood Wealth Advisors LLC

132K
Shares

$1.68 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

84.7K
Shares

$1.08 Million
0.0% of portfolio

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHD
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