Sowell Financial Services LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Sowell Financial Services LLC

$2.05 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$35.33 - $37.86 $3,921 - $4,202	-111 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$31.7 - $38.9 $3,518 - $4,317	111 New	111 $4,000

Others Institutions Holding XSHQ

# of Institutions

49

Shares Held

2.97M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.1M
Shares

$46.6 Million
0.02% of portfolio
New York Life Investment Management LLC New York, NY

510K
Shares

$21.6 Million
0.21% of portfolio
Breakwater Capital Group Paramus, NJ

154K
Shares

$6.53 Million
1.36% of portfolio
Schwallier Wealth Management LLC Grand Rapids, MI

151K
Shares

$6.38 Million
4.76% of portfolio
Commonwealth Equity Services, LLC

131K
Shares

$5.55 Million
0.01% 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.