Institutional Ownership Invesco ETF Tr Ii S&P Smallcap (XSHD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHD). We have compiled data on the 19 institutions that hold shares in the stock, with a total of 249,304 shares, which have been reported (via 13F filing form) to have a value of $3.75 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
61,233
shares
|
$922,781
0.0% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
44,461
shares
|
$670,027
0.15% of portfolio
|
Q2 2024
Reduced 5.01%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
33,897
shares
|
$510,827
0.0% of portfolio
|
Q2 2024
Added 673.55%
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
33,346
shares
|
$502,524
0.09% of portfolio
|
Q2 2024
Added 16.02%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
22,211
shares
|
$334,719
0.0% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
15,426
shares
|
$232,469
0.01% of portfolio
|
Q2 2024
Added 11.38%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
10,793
shares
|
$162,650
0.01% of portfolio
|
Q2 2024
Added 2.96%
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jul 19, 2024 Q2 2024 |
10,247
shares
|
$154,422
0.09% of portfolio
|
Q2 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
9,443
shares
|
$142,306
0.0% of portfolio
|
Q2 2024
Added 134.2%
|
|
Tsfg, LLC
|
Jul 16, 2024 Q2 2024 |
4,000
shares
|
$60,280
0.01% of portfolio
|
Q1 2024
New holding
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 14, 2024 Q2 2024 |
1,545
shares
|
$23,283
0.2% of portfolio
|
Q3 2021
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
930
shares
|
$14,015
0.0% of portfolio
|
Q1 2024
Reduced 96.7%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
779
shares
|
$11,739
0.0% of portfolio
|
Q4 2023
Reduced 52.73%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
367
shares
|
$5,530
0.0% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
300
shares
|
$4,521
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
175
shares
|
$2,637
0.0% of portfolio
|
Q2 2024
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
150
shares
|
$2,260
0.0% of portfolio
|
Q4 2022
New holding
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1
shares
|
$15
0.0% of portfolio
|
Q2 2024
Reduced 100.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|