Latest Institutional Transactions on Invesco ETF Tr Ii S&P Smallcap (XSHQ)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Smallcap (XSHQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.79K+ 12.03% |
$196K - $208K
|
44.6K
$1.84M
|
|
|
Jan 22, 2026
Q4 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.67K+ 3.5% |
$109K - $116K
|
78.9K
$3.26M
|
|
|
Jan 22, 2026
Q4 2025
|
Schwab Charitable Fund
|
BUY
|
- |
4.99KNew |
$205K - $217K
|
4.99K
$207K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.32KNew |
$53.9K - $57.1K
|
1.32K
$54.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.4K- 32.61% |
$139K - $148K
|
7.03K
$291K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
172+ 3.04% |
$7.04K - $7.47K
|
5.84K
$242K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.72K+ 7.33% |
$357K - $379K
|
128K
$5.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-505- 9.01% |
$20.7K - $21.9K
|
5.1K
$211K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.03K- 9.37% |
$42K - $44.5K
|
9.92K
$410K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.85K- 0.9% |
$75.7K - $80.2K
|
204K
$8.45M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.7KNew |
$919K - $1.01M
|
22.7K
$938K
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
5.44KNew |
$220K - $243K
|
5.44K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.27KNew |
$254K - $280K
|
6.27K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.97KNew |
$364K - $401K
|
8.97K
$371K
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-70.7K- 91.49% |
$2.86M - $3.16M
|
6.58K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.44K+ 4.06% |
$180K - $198K
|
114K
$4.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.14% |
$40.5 - $44.7
|
725
$30K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.6K+ 10.63% |
$1.8M - $1.99M
|
464K
$19.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.91K- 10.43% |
$77.5K - $85.6K
|
16.4K
$680K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.31K+ 9.77% |
$256K - $282K
|
70.9K
$2.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-133K- 59.44% |
$5.39M - $5.95M
|
90.7K
$3.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.74K+ 4.06% |
$70.5K - $77.8K
|
44.6K
$1.85M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-373- 1.77% |
$15.1K - $16.7K
|
20.7K
$858K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-10.9K- 17.76% |
$440K - $486K
|
50.3K
$2.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
252+ 3.31% |
$10.2K - $11.3K
|
7.85K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.67K+ 7.33% |
$149K - $164K
|
53.7K
$2.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
24.7K+ 4.68% |
$999K - $1.1M
|
552K
$22.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
238New |
$9.64K - $10.6K
|
238
$9.84K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.17K- 15.34% |
$87.8K - $97K
|
12K
$495K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-348- 99.71% |
$14.1K - $15.6K
|
1
$41.4
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-155- 1.72% |
$6.28K - $6.93K
|
8.87K
$367K
|
|
|
Nov 12, 2025
Q3 2025
|
Employees' Retirement Fund Of The City Of Fort Worth
Fort Worth, TX |
BUY
|
- |
59.9K+ 119.8% |
$2.43M - $2.68M
|
110K
$4.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-285- 1.05% |
$11.5K - $12.8K
|
26.8K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.08K- 0.19% |
$84.2K - $93K
|
1.09M
$45.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.5% |
$40.5 - $44.7
|
201
$8.31K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.12K+ 29.86% |
$167K - $184K
|
17.9K
$742K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-632- 11.09% |
$25.6K - $28.3K
|
5.07K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
273+ 83.23% |
$11.1K - $12.2K
|
601
$24.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$80K - $88.3K
|
1.97K
$81.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.6KNew |
$471K - $520K
|
11.6K
$481K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
246New |
$9.97K - $11K
|
246
$10.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-340- 4.94% |
$13.8K - $15.2K
|
6.54K
$271K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.26KNew |
$213K - $235K
|
5.26K
$218K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.85K+ 28.72% |
$237K - $262K
|
26.2K
$1.08M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.1KNew |
$449K - $496K
|
11.1K
$459K
|
|
|
Nov 06, 2025
Q3 2025
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.1K- 1.9% |
$207K - $228K
|
264K
$10.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.97KNew |
$201K - $222K
|
4.97K
$206K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
72+ 0.47% |
$2.92K - $3.22K
|
15.4K
$639K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.66K+ 36.77% |
$148K - $164K
|
13.6K
$563K
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.69K+ 15.5% |
$68.4K - $75.6K
|
12.6K
$521K
|
|