Confluence Investment Management LLC Invesco ETF Tr Ii S&P Smallcap Call Options Transaction History

Confluence Investment Management LLC

$7.15 Billion
Q3 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

54

Shares Held

3.07M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.1M
Shares

$46.9 Million
0.02% of portfolio
New York Life Investment Management LLC New York, NY

510K
Shares

$21.7 Million
0.21% of portfolio
Breakwater Capital Group Paramus, NJ

172K
Shares

$7.32 Million
1.5% of portfolio
Schwallier Wealth Management LLC Grand Rapids, MI

151K
Shares

$6.42 Million
4.76% of portfolio
Morgan Stanley New York, NY

129K
Shares

$5.49 Million
0.0% of portfolio

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHQ
Sector ETFs
Industry ETFs

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