Ifp Advisors, Inc Invesco ETF Tr Ii S&P Smallcap Transaction History

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

A detailed history of Ifp Advisors, Inc transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,000 shares of XSHD stock, worth $12,700. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,000

Holding current value

$12,700

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Dec 02, 2025	BUY	$12.91 - $13.87 $12,910 - $13,870	1,000 New	1,000 $13,000
Q4 2023 Jan 09, 2024	BUY	$13.61 - $16.7 $4,083 - $5,010	300 New	300 $4,000

Others Institutions Holding XSHD

# of Institutions

Shares Held

1.01M

Call Options Held

Put Options Held

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

View Full List

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHD
Sector ETFs
Industry ETFs

More about XSHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account