Purchases and Sales Made in Q2 2025 in Invesco ETF Tr Ii S&P Smallcap (XSLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSLV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
246KNew |
$10.2M - $11.5M
|
246K
$11.3M
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
12.6K+ 5.97% |
$521K - $588K
|
223K
$10.3M
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.46K+ 26.31% |
$392K - $441K
|
45.4K
$2.09M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.31KNew |
$220K - $248K
|
5.31K
$245K
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1.97K+ 36.44% |
$81.6K - $92K
|
7.38K
$340K
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.22K+ 9.1% |
$50.5K - $56.9K
|
14.6K
$673K
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
940+ 7.71% |
$38.9K - $43.9K
|
13.1K
$605K
|
|
Jul 17, 2025
Q2 2025
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
850+ 0.99% |
$35.2K - $39.7K
|
86.6K
$3.99M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
164+ 0.95% |
$6.79K - $7.66K
|
17.4K
$802K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
113New |
$4.68K - $5.27K
|
113
$5.21K
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
51+ 0.77% |
$2.11K - $2.38K
|
6.68K
$308K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22+ 1.45% |
$911 - $1.03K
|
1.54K
$71.1K
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
2+ 0.01% |
$82.8 - $93.4
|
16.6K
$764K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.61% |
$41.4 - $46.7
|
164
$7.56K
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-32- 72.73% |
$1.33K - $1.49K
|
12
$553
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-119- 1.71% |
$4.93K - $5.55K
|
6.83K
$315K
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-206- 9.32% |
$8.53K - $9.62K
|
2K
$92.3K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-376- 12.75% |
$15.6K - $17.6K
|
2.57K
$119K
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-458- 4.62% |
$19K - $21.4K
|
9.45K
$435K
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-894- 68.3% |
$37K - $41.7K
|
415
$19.1K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-1.4K- 19.41% |
$57.9K - $65.3K
|
5.8K
$267K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.7K- 5.61% |
$112K - $126K
|
45.5K
$2.09M
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-61.4K- 66.46% |
$2.54M - $2.87M
|
31K
$1.43M
|