Purchases and Sales Made in Q3 2025 in 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) 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 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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.69K+ 73.25% |
$271K - $299K
|
15.8K
$654K
|
|
|
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
|
|
|
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
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-285- 1.05% |
$11.5K - $12.8K
|
26.8K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-340- 4.94% |
$13.8K - $15.2K
|
6.54K
$271K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-348- 99.71% |
$14.1K - $15.6K
|
1
$41.4
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-373- 1.77% |
$15.1K - $16.7K
|
20.7K
$858K
|
|
|
Oct 23, 2025
Q3 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-552- 0.73% |
$22.4K - $24.7K
|
75.4K
$3.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-632- 11.09% |
$25.6K - $28.3K
|
5.07K
$210K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-724- 0.77% |
$29.3K - $32.4K
|
93.6K
$3.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-862- 6.24% |
$34.9K - $38.6K
|
13K
$536K
|
|