Purchases and Sales Made in Q2 2025 in Invesco ETF Tr Ii S&P Smallcap (XSLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSLV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-46- 20.35% |
$1.91K - $2.15K
|
180
$8.24K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-63- 0.53% |
$2.61K - $2.94K
|
11.9K
$544K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71- 1.16% |
$2.94K - $3.31K
|
6.03K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-100- 2.01% |
$4.14K - $4.67K
|
4.88K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-100- 5.6% |
$4.14K - $4.67K
|
1.69K
$77.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-111- 47.84% |
$4.6K - $5.18K
|
121
$5.54K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-119- 1.71% |
$4.93K - $5.55K
|
6.83K
$313K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-190- 1.55% |
$7.87K - $8.87K
|
12.1K
$552K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-206- 9.32% |
$8.53K - $9.62K
|
2K
$91.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-236- 3.18% |
$9.78K - $11K
|
7.2K
$330K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-276- 2.65% |
$11.4K - $12.9K
|
10.1K
$464K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-308- 30.31% |
$12.8K - $14.4K
|
708
$32.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-376- 12.75% |
$15.6K - $17.6K
|
2.57K
$118K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-458- 4.62% |
$19K - $21.4K
|
9.45K
$433K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-850- 1.24% |
$35.2K - $39.7K
|
67.5K
$3.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-852- 2.79% |
$35.3K - $39.8K
|
29.7K
$1.36M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-894- 68.3% |
$37K - $41.7K
|
415
$19K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.14K- 17.2% |
$47K - $53K
|
5.46K
$250K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.4K- 19.41% |
$57.9K - $65.3K
|
5.8K
$266K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.53K- 20.25% |
$63.5K - $71.6K
|
6.04K
$276K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.04K- 72.78% |
$84.3K - $95K
|
761
$34.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.7K- 5.61% |
$112K - $126K
|
45.5K
$2.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.97K- 30.76% |
$123K - $138K
|
6.68K
$306K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.34K- 2.47% |
$138K - $156K
|
132K
$6.03M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.63K- 14.19% |
$150K - $169K
|
21.9K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.25K- 9.07% |
$176K - $198K
|
42.6K
$1.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.22K- 4.28% |
$216K - $244K
|
117K
$5.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.28K- 4.58% |
$219K - $246K
|
110K
$5.04M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.5K- 5.4% |
$476K - $536K
|
201K
$9.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-61.4K- 66.46% |
$2.54M - $2.87M
|
31K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-134K- 67.44% |
$5.54M - $6.24M
|
64.6K
$2.96M
|