Purchases and Sales Made in Q3 2025 in Invesco ETF Tr Ii S&P Smallcap (XSHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
31.8KNew |
$410K - $441K
|
31.8K
$403K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.9K+ 19.18% |
$386K - $414K
|
186K
$2.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21.5K+ 3593.66% |
$278K - $299K
|
22.1K
$281K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2KNew |
$273K - $294K
|
21.2K
$269K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10.3K+ 8.49% |
$133K - $143K
|
132K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.05K+ 79.06% |
$91K - $97.8K
|
16K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.79K+ 32.15% |
$74.8K - $80.3K
|
23.8K
$302K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.06K+ 6.36% |
$65.3K - $70.2K
|
84.7K
$1.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
5.04K+ 3.65% |
$65K - $69.9K
|
143K
$1.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.84K+ 3.51% |
$62.5K - $67.1K
|
143K
$1.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.21K+ 19.81% |
$54.4K - $58.4K
|
25.5K
$324K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
3.99KNew |
$51.4K - $55.3K
|
3.99K
$50.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
3.92KNew |
$50.6K - $54.4K
|
3.92K
$49.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.16K+ 90.89% |
$14.9K - $16.1K
|
2.43K
$30.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$12.9K - $13.9K
|
1K
$12.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1K+ 3.27% |
$12.9K - $13.9K
|
31.6K
$402K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
959+ 7.37% |
$12.4K - $13.3K
|
14K
$177K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
879+ 5.22% |
$11.3K - $12.2K
|
17.7K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
763New |
$9.85K - $10.6K
|
763
$9.69K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
393New |
$5.07K - $5.45K
|
393
$4.99K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
187New |
$2.41K - $2.59K
|
187
$2.37K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98+ 1.13% |
$1.27K - $1.36K
|
8.74K
$111K
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
80+ 0.76% |
$1.03K - $1.11K
|
10.6K
$134K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.27% |
$12.9 - $13.9
|
367
$4.66K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$12.9 - $13.9
|
1
$12.7
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-137- 0.31% |
$1.77K - $1.9K
|
44.1K
$561K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.92K- 10.12% |
$37.7K - $40.5K
|
25.9K
$329K
|
|