Summit Financial, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Summit Financial, LLC holds 8,974 shares of XSHQ stock, worth $371,164. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,974

Holding current value

$371,164

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$40.51 - $44.74 $363,536 - $401,496	8,974 New	8,974 $386,000

Others Institutions Holding XSHQ

# of Institutions

Shares Held

4.53M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.09M
Shares

$45.3 Million
0.01% of portfolio
Larson Financial Group LLC

552K
Shares

$22.8 Million
0.88% of portfolio
Northwestern Mutual Wealth Management CO

464K
Shares

$19.2 Million
0.01% of portfolio
Madison Asset Management, LLC Madison, WI

264K
Shares

$10.9 Million
0.14% of portfolio
Madison Investment Advisors, LLC Madison, WI

235K
Shares

$9.7 Million
0.11% of portfolio

View Full List

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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.

Account

Summit Financial, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History