Institutional Ownership Invesco ETF Tr Ii S&P Smallcap (XSHQ)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHQ). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 4.53 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
6,265
shares
|
$259,120
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
6,203
shares
|
$256,556
0.0% of portfolio
|
Q2 2025
Added 10.31%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
6,182
shares
|
$255,687
0.21% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,160
shares
|
$254,777
0.0% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
5,667
shares
|
$234,387
0.0% of portfolio
|
Q3 2025
Added 5.98%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
5,603
shares
|
$231,740
0.03% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,531
shares
|
$228,762
0.01% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 25, 2025 Q3 2025 |
5,435
shares
|
$224,791
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
5,260
shares
|
$217,553
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,066
shares
|
$209,529
0.0% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 06, 2025 Q3 2025 |
4,969
shares
|
$205,517
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
3,999
shares
|
$165,398
0.07% of portfolio
|
Q2 2025
Reduced 48.06%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,350
shares
|
$97,196
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,974
shares
|
$81,644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,313
shares
|
$54,305
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,017
shares
|
$42,063
0.0% of portfolio
|
Q3 2025
Reduced 55.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,000
shares
|
$41,360
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
800
shares
|
$33,088
0.0% of portfolio
|
Q4 2023
Added 700.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
725
shares
|
$29,986
0.0% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
675
shares
|
$27,918
0.0% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
601
shares
|
$24,857
0.0% of portfolio
|
Q3 2025
Added 83.23%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
500
shares
|
$20,680
0.0% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
246
shares
|
$10,174
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
238
shares
|
$9,843
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
201
shares
|
$8,313
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|