Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii S&P Smallcap (XSHQ)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSHQ) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P SMALLCAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$7.56K - $8.76K
|
200
$8.28K
|
|
|
Apr 21, 2025
Q1 2025
|
Fox Financial, Inc
Wyomissing, PA |
BUY
|
- |
168+ 2.49% |
$6.35K - $7.36K
|
6.91K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
98+ 6.43% |
$3.7K - $4.29K
|
1.62K
$67.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
49+ 0.28% |
$1.85K - $2.15K
|
17.4K
$720K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
40+ 0.65% |
$1.51K - $1.75K
|
6.21K
$257K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
29+ 0.24% |
$1.1K - $1.27K
|
12.2K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-40- 0.64% |
$1.51K - $1.75K
|
6.17K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-140- 17.18% |
$5.29K - $6.13K
|
675
$28K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-195- 1.21% |
$7.37K - $8.54K
|
15.9K
$657K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-226- 2.25% |
$8.54K - $9.9K
|
9.84K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-624- 6.17% |
$23.6K - $27.3K
|
9.49K
$393K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-729- 4.84% |
$27.5K - $31.9K
|
14.3K
$593K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-803- 9.86% |
$30.3K - $35.2K
|
7.35K
$304K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.08K- 3.32% |
$41K - $47.5K
|
31.6K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.57K- 16.95% |
$59.4K - $68.8K
|
7.7K
$319K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.91K- 21.83% |
$72.1K - $83.7K
|
6.84K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.65K- 46.89% |
$251K - $291K
|
7.53K
$312K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.49K- 5.84% |
$283K - $328K
|
121K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-7.51K- 25.48% |
$284K - $329K
|
22K
$909K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.1K- 26.59% |
$382K - $443K
|
27.9K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-15.7K- 50.0% |
$591K - $686K
|
15.7K
$648K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-18.4K- 70.42% |
$694K - $805K
|
7.72K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-23.4K- 27.96% |
$885K - $1.03M
|
60.4K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-56.3K- 4.24% |
$2.13M - $2.47M
|
1.27M
$52.6M
|