Latest Institutional Purchases of Invesco ETF Tr Ii S&P Smallcap (XSHQ)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Smallcap (XSHQ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44.6K+ 10.63% |
$1.8M - $1.99M
|
464K
$19.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
41.7K+ 53.89% |
$1.69M - $1.86M
|
119K
$4.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
24.7K+ 4.68% |
$999K - $1.1M
|
552K
$22.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
14.8K+ 7.73% |
$599K - $662K
|
206K
$8.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.6KNew |
$471K - $520K
|
11.6K
$481K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
11.1KNew |
$449K - $496K
|
11.1K
$459K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.87K+ 54.24% |
$400K - $442K
|
28.1K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.97KNew |
$364K - $401K
|
8.97K
$371K
|
|
|
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
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.27KNew |
$254K - $280K
|
6.27K
$259K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.85K+ 28.72% |
$237K - $262K
|
26.2K
$1.08M
|
|
|
Nov 25, 2025
Q3 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
5.44KNew |
$220K - $243K
|
5.44K
$225K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.26KNew |
$213K - $235K
|
5.26K
$218K
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4.97KNew |
$201K - $222K
|
4.97K
$206K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.62K+ 6.45% |
$187K - $207K
|
76.3K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.44K+ 4.06% |
$180K - $198K
|
114K
$4.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.41K+ 12.45% |
$178K - $197K
|
39.8K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.12K+ 29.86% |
$167K - $184K
|
17.9K
$742K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.95K+ 18.61% |
$160K - $177K
|
25.2K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.67K+ 7.33% |
$149K - $164K
|
53.7K
$2.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.66K+ 36.77% |
$148K - $164K
|
13.6K
$563K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.82K+ 34.73% |
$114K - $126K
|
10.9K
$453K
|
|
|
Oct 31, 2025
Q3 2025
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
2.26K+ 1.94% |
$91.7K - $101K
|
119K
$4.92M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$80K - $88.3K
|
1.97K
$81.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.74K+ 4.06% |
$70.5K - $77.8K
|
44.6K
$1.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.69K+ 15.5% |
$68.4K - $75.6K
|
12.6K
$521K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.09K+ 5.62% |
$44.2K - $48.9K
|
20.5K
$849K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
320+ 5.98% |
$13K - $14.3K
|
5.67K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
273+ 83.23% |
$11.1K - $12.2K
|
601
$24.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
252+ 3.31% |
$10.2K - $11.3K
|
7.85K
$325K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
246New |
$9.97K - $11K
|
246
$10.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
238New |
$9.64K - $10.6K
|
238
$9.84K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
72+ 0.47% |
$2.92K - $3.22K
|
15.4K
$639K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40+ 0.23% |
$1.62K - $1.79K
|
17.4K
$722K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
9+ 0.15% |
$365 - $403
|
6.18K
$256K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8+ 0.14% |
$324 - $358
|
5.6K
$232K
|
|
|
Nov 05, 2025
Q3 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
5+ 0.05% |
$203 - $224
|
10.4K
$431K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.14% |
$40.5 - $44.7
|
725
$30K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.5% |
$40.5 - $44.7
|
201
$8.31K
|
|
| Q2 2025 | |||||||
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
52.5K+ 9.24% |
$1.8M - $2.15M
|
621K
$25.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.6KNew |
$466K - $556K
|
13.6K
$561K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11KNew |
$377K - $450K
|
11K
$454K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.5KNew |
$292K - $348K
|
8.5K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2.63K+ 11.97% |
$90.3K - $108K
|
24.6K
$1.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.35KNew |
$80.7K - $96.3K
|
2.35K
$97.2K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
610+ 7.16% |
$20.9K - $25K
|
9.13K
$378K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
580+ 10.31% |
$19.9K - $23.8K
|
6.2K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
83+ 1.52% |
$2.85K - $3.4K
|
5.53K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31+ 0.55% |
$1.06K - $1.27K
|
5.67K
$235K
|
|