Purchases and Sales Made in Q3 2025 in Invesco ETF Tr Ii S&P Smallcap (XSHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHD) 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 10, 2025
Q3 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
31.8KNew |
$410K - $441K
|
31.8K
$405K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10.3K+ 8.49% |
$133K - $143K
|
132K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.05K+ 79.06% |
$91K - $97.8K
|
16K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
BUY
|
- |
5.04K+ 3.65% |
$65K - $69.9K
|
143K
$1.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
4.84K+ 3.51% |
$62.5K - $67.1K
|
143K
$1.82M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1K+ 3.27% |
$12.9K - $13.9K
|
31.6K
$403K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
879+ 5.22% |
$11.3K - $12.2K
|
17.7K
$226K
|
|
|
Nov 06, 2025
Q3 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
80+ 0.76% |
$1.03K - $1.11K
|
10.6K
$135K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-137- 0.31% |
$1.77K - $1.9K
|
44.1K
$562K
|