Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
392KNew |
$16.6M - $18.6M
|
392K
$16.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
315KNew |
$13.3M - $15M
|
315K
$13.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
115K+ 116.46% |
$4.88M - $5.48M
|
214K
$9.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
67.6KNew |
$2.86M - $3.22M
|
67.6K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.8KNew |
$2.83M - $3.18M
|
66.8K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
32.5K+ 4083.02% |
$1.37M - $1.54M
|
33.3K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
26.5K+ 42.77% |
$1.12M - $1.26M
|
88.4K
$3.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
13KNew |
$552K - $621K
|
13K
$558K
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
BUY
|
- |
12.7KNew |
$539K - $605K
|
12.7K
$544K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10.6K+ 19.19% |
$450K - $506K
|
66K
$2.82M
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
10K+ 2.4% |
$425K - $478K
|
428K
$18.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.74KNew |
$370K - $416K
|
8.74K
$374K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.07K+ 26.91% |
$342K - $384K
|
38K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.6K+ 3.25% |
$237K - $266K
|
178K
$7.6M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.79K+ 73.4% |
$161K - $180K
|
8.96K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.51K+ 27.95% |
$149K - $167K
|
16.1K
$687K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 26.11% |
$80.4K - $90.4K
|
9.17K
$392K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.86K+ 0.37% |
$78.7K - $88.4K
|
508K
$21.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.53KNew |
$64.6K - $72.6K
|
1.53K
$65.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.31KNew |
$55.6K - $62.5K
|
1.31K
$56.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
37+ 0.21% |
$1.57K - $1.76K
|
17.3K
$741K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
25+ 0.31% |
$1.06K - $1.19K
|
8.15K
$349K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3+ 0.02% |
$127 - $143
|
12.1K
$519K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-27- 10.38% |
$1.14K - $1.28K
|
233
$9.97K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-61- 55.45% |
$2.58K - $2.9K
|
49
$2.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-116- 12.46% |
$4.91K - $5.52K
|
815
$34.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-153- 1.01% |
$6.48K - $7.28K
|
15.1K
$644K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-438- 2.89% |
$18.5K - $20.8K
|
14.7K
$629K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-532- 0.68% |
$22.5K - $25.3K
|
77.7K
$3.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-688- 4.55% |
$29.1K - $32.7K
|
14.4K
$617K
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-1.2K- 1.41% |
$50.8K - $57.1K
|
83.8K
$3.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.34K- 11.76% |
$56.8K - $63.8K
|
10.1K
$431K
|
|
|
Jan 23, 2025
Q4 2024
|
Fox Financial, Inc
Wyomissing, PA |
SELL
|
- |
-6.99K- 50.9% |
$296K - $333K
|
6.74K
$288K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-19.5K- 19.79% |
$824K - $926K
|
78.9K
$3.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-31.4K- 77.2% |
$1.33M - $1.49M
|
9.27K
$397K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-39.1K- 54.45% |
$1.65M - $1.86M
|
32.7K
$1.4M
|