Valley National Advisers Inc Invesco ETF Tr Ii S&P Smallcap Transaction History

Valley National Advisers Inc

$554 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 25, 2024	BUY	$33.63 - $40.52 $1,008 - $1,215	30 Added 29.7%	131 $5,000
Q4 2022 Jan 12, 2023	BUY	$30.94 - $35.73 $3,124 - $3,608	101 New	101 $3,000

Others Institutions Holding XSHQ

# of Institutions

63

Shares Held

5.98M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.32M
Shares

$59 Million
0.03% of portfolio
Stifel Financial Corp St. Louis, MO

1.02M
Shares

$45.5 Million
0.05% of portfolio
Benjamin Edwards Inc Clayton, MO

825K
Shares

$36.9 Million
0.53% of portfolio
New York Life Investment Management LLC New York, NY

507K
Shares

$22.6 Million
0.23% of portfolio
Confluence Investment Management LLC

418K
Shares

$18.7 Million
0.25% of portfolio

About INVESCO ETF TR II S&P SMALLCAP

Ticker XSHQ
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