Mutual Advisors, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Mutual Advisors, LLC

$3.38 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 12, 2021	SELL	$35.33 - $37.86 $7.27 Million - $7.79 Million	-205,759 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$31.7 - $38.9 $6.52 Million - $8 Million	205,759 New	205,759 $7.59 Million

Others Institutions Holding XSHQ

# of Institutions

85

Shares Held

8.96M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$51.2 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

1.14M
Shares

$45.9 Million
0.05% of portfolio
Benjamin Edwards Inc Clayton, MO

980K
Shares

$39.5 Million
0.56% of portfolio
New York Life Investment Management LLC New York, NY

568K
Shares

$22.9 Million
0.24% of portfolio
Confluence Investment Management LLC

459K
Shares

$18.5 Million
0.27% of portfolio

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHQ
Sector ETFs
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