Valley National Advisers Inc Invesco ETF Tr Ii S&P Smallcap Transaction History

Valley National Advisers Inc

$554 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 25, 2024	BUY	$33.63 - $40.52 $1,008 - $1,215	30 Added 29.7%	131 $5,000
Q4 2022 Jan 12, 2023	BUY	$30.94 - $35.73 $3,124 - $3,608	101 New	101 $3,000

Others Institutions Holding XSHQ

# of Institutions

54

Shares Held

3.07M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.1M
Shares

$47.4 Million
0.02% of portfolio
New York Life Investment Management LLC New York, NY

510K
Shares

$21.9 Million
0.21% of portfolio
Breakwater Capital Group Paramus, NJ

172K
Shares

$7.4 Million
1.5% of portfolio
Schwallier Wealth Management LLC Grand Rapids, MI

151K
Shares

$6.49 Million
4.76% of portfolio
Morgan Stanley New York, NY

129K
Shares

$5.54 Million
0.0% of portfolio

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHQ
Sector ETFs
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