Purchases and Sales Made in Q4 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
65.9KNew |
$3.09M - $3.38M
|
65.9K
$3.14M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22.5KNew |
$1.05M - $1.15M
|
22.5K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
4.99K+ 6.31% |
$234K - $256K
|
84.1K
$4.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
4.69K+ 2.43% |
$220K - $241K
|
198K
$9.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
4.64KNew |
$218K - $238K
|
4.64K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
4.57KNew |
$215K - $235K
|
4.57K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
518+ 4.07% |
$24.3K - $26.6K
|
13.2K
$631K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
508+ 7.62% |
$23.8K - $26.1K
|
7.18K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
307New |
$14.4K - $15.8K
|
307
$14.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
267New |
$12.5K - $13.7K
|
267
$12.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
160New |
$7.51K - $8.21K
|
160
$7.63K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
51+ 1.14% |
$2.39K - $2.62K
|
4.51K
$215K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5New |
$235 - $257
|
5
$238
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2+ 0.01% |
$93.8 - $103
|
16.6K
$791K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.03% |
$93.8 - $103
|
6.21K
$296K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- -0.0% |
$46.9 - $51.3
|
49.4K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-45- 0.95% |
$2.11K - $2.31K
|
4.68K
$223K
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-91- 1.37% |
$4.27K - $4.67K
|
6.57K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-100- 1.9% |
$4.69K - $5.13K
|
5.16K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-150- 2.11% |
$7.04K - $7.7K
|
6.95K
$331K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-160- 1.46% |
$7.51K - $8.21K
|
10.8K
$514K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-317- 3.0% |
$14.9K - $16.3K
|
10.3K
$489K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-405- 5.76% |
$19K - $20.8K
|
6.63K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-472- 58.93% |
$22.1K - $24.2K
|
329
$15.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-785- 4.27% |
$36.8K - $40.3K
|
17.6K
$840K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-5.21K- 38.76% |
$245K - $268K
|
8.24K
$393K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.8K- 3.61% |
$366K - $400K
|
208K
$9.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.19K- 58.14% |
$384K - $421K
|
5.9K
$281K
|