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

Sowell Financial Services LLC

$1.85 Billion
Q4 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

74

Shares Held

7.53M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.33M
Shares

$57.4 Million
0.02% of portfolio
Stifel Financial Corp St. Louis, MO

998K
Shares

$43.2 Million
0.05% of portfolio
Benjamin Edwards Inc Clayton, MO

835K
Shares

$36.1 Million
0.52% of portfolio
New York Life Investment Management LLC New York, NY

508K
Shares

$22 Million
0.22% of portfolio
Confluence Investment Management LLC

428K
Shares

$18.5 Million
0.26% of portfolio

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHQ
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