Schneider Downs Wealth Management Advisors, LP Invesco ETF Tr Ii S&P Smallcap Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 14, 2020	SELL	$32.11 - $36.44 $287,448 - $326,210	-8,952 Closed	0 $0
Q2 2020 Jul 15, 2020	BUY	$29.54 - $36.83 $26,733 - $33,331	905 Added 11.25%	8,952 $303,000
Q1 2020 Apr 21, 2020	BUY	$28.19 - $51.45 $226,844 - $414,018	8,047 New	8,047 $267,000

Others Institutions Holding XSLV

# of Institutions

123

Shares Held

3.46M

Call Options Held

Put Options Held

Ubs Group Ag

247K
Shares

$12.3 Million
0.0% of portfolio
Brookstone Capital Management

216K
Shares

$10.7 Million
0.17% of portfolio
Lpl Financial LLC Fort Mill, SC

207K
Shares

$10.3 Million
0.0% of portfolio
Painted Porch Advisors LLC Santa Barbara, CA

194K
Shares

$9.64 Million
5.25% of portfolio
Armbruster Capital Management, Inc.

193K
Shares

$9.59 Million
1.86% of portfolio

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About INVESCO ETF TR II S&P SMALLCAP

Ticker XSLV
Sector ETFs
Industry ETFs

More about XSLV

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