Purchases and Sales Made in Q3 2025 in Invesco ETF Tr Ii Dwa Smallcap (DWAS)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Dwa Smallcap (DWAS) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II DWA SMALLCAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
530+ 1.99% |
$43.9K - $49.3K
|
27.2K
$2.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
429+ 3.23% |
$35.5K - $39.9K
|
13.7K
$1.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Family Capital Trust CO
|
BUY
|
- |
395+ 0.71% |
$32.7K - $36.8K
|
55.7K
$5.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
206+ 18.34% |
$17.1K - $19.2K
|
1.33K
$125K
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
169+ 2.23% |
$14K - $15.7K
|
7.75K
$730K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
50+ 25.0% |
$4.14K - $4.65K
|
250
$23.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
33+ 0.39% |
$2.73K - $3.07K
|
8.42K
$794K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$82.8 - $93.1
|
15.7K
$1.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$82.8 - $93.1
|
7.47K
$704K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-100- 5.6% |
$8.28K - $9.31K
|
1.69K
$159K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-529- 6.19% |
$43.8K - $49.2K
|
8.02K
$756K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.06K- 4.09% |
$87.8K - $98.7K
|
24.9K
$2.34M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-2.25K- 4.77% |
$186K - $210K
|
45K
$4.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.25K- 37.41% |
$517K - $582K
|
10.5K
$985K
|