Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
15.5K+ 25.73% |
$533K - $637K
|
75.9K
$3.17M
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.7K+ 43.3% |
$367K - $438K
|
35.4K
$1.48M
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
8.12KNew |
$279K - $333K
|
8.12K
$339K
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.65K+ 13.6% |
$56.8K - $67.8K
|
13.8K
$577K
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
259+ 0.36% |
$8.89K - $10.6K
|
71.6K
$2.99M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.75K- 23.83% |
$60.1K - $71.7K
|
5.6K
$234K
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-5.99K- 5.97% |
$206K - $245K
|
94.3K
$3.94M
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-13.8K- 6.71% |
$473K - $565K
|
191K
$7.99M
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25.3K- 30.19% |
$870K - $1.04M
|
58.6K
$2.45M
|