Breakwater Capital Group Invesco ETF Tr Ii S&P Smallcap Call Options Transaction History

Breakwater Capital Group

$398 Billion
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XSHQ

# of Institutions

51

Shares Held

2.39M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

779K
Shares

$30.2 Million
0.02% of portfolio
New York Life Investment Management LLC New York, NY

280K
Shares

$10.9 Million
0.12% of portfolio
Morgan Stanley New York, NY

180K
Shares

$6.97 Million
0.0% of portfolio
Schwallier Wealth Management LLC Grand Rapids, MI

154K
Shares

$5.97 Million
5.1% of portfolio
Foundry Financial Group, Inc. Laconia, NH

132K
Shares

$5.13 Million
3.89% of portfolio

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHQ
Sector ETFs
Industry ETFs

More about XSHQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Breakwater Capital Group, based on Form 13F filings with the SEC.

News

Stay updated on Breakwater Capital Group with notifications on news.