Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
312KNew |
$14.2M - $15.3M
|
312K
$14.9M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.4K+ 36.04% |
$1.61M - $1.74M
|
134K
$6.4M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.2KNew |
$1.37M - $1.48M
|
30.2K
$1.44M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.5K+ 5.68% |
$936K - $1.01M
|
382K
$18.3M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.7K+ 32.74% |
$852K - $918K
|
75.9K
$3.63M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.6K+ 33.79% |
$709K - $764K
|
61.7K
$2.95M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7K+ 67.11% |
$578K - $623K
|
31.6K
$1.51M
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
9.94KNew |
$453K - $487K
|
9.94K
$476K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
9.91K+ 4.17% |
$451K - $486K
|
248K
$11.9M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.59K+ 123.69% |
$437K - $470K
|
17.3K
$830K
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9.15K+ 6.75% |
$417K - $449K
|
145K
$6.92M
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
8.37K+ 17.39% |
$381K - $410K
|
56.5K
$2.7M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
8.25KNew |
$375K - $404K
|
8.25K
$394K
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.63KNew |
$347K - $374K
|
7.63K
$365K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.43K+ 10.96% |
$293K - $315K
|
65.1K
$3.11M
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
5.57K+ 2.39% |
$254K - $273K
|
239K
$11.4M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.18KNew |
$236K - $254K
|
5.18K
$248K
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.25KNew |
$194K - $208K
|
4.25K
$203K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.79K+ 148.28% |
$172K - $186K
|
6.34K
$303K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.66K+ 1.07% |
$167K - $179K
|
347K
$16.6M
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.64K+ 4.15% |
$166K - $178K
|
91.2K
$4.36M
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
3.63K+ 3.63% |
$165K - $178K
|
104K
$4.96M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.45K+ 27.64% |
$157K - $169K
|
15.9K
$762K
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3.25K+ 3.87% |
$148K - $159K
|
87.1K
$4.17M
|
|
Nov 02, 2021
Q3 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.88K+ 6.16% |
$131K - $141K
|
49.7K
$2.38M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.93K+ 3.6% |
$87.9K - $94.6K
|
55.5K
$2.66M
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.54KNew |
$70.2K - $75.6K
|
1.54K
$73.7K
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.15KNew |
$52.1K - $56.1K
|
1.15K
$54.8K
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
633+ 0.69% |
$28.8K - $31K
|
92.1K
$4.4M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
558+ 1.18% |
$25.4K - $27.4K
|
48K
$2.29M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
408+ 7.44% |
$18.6K - $20K
|
5.89K
$282K
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
389+ 0.84% |
$17.7K - $19.1K
|
46.6K
$2.23M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
342+ 0.67% |
$15.6K - $16.8K
|
51.1K
$2.44M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
327+ 0.62% |
$14.9K - $16K
|
52.8K
$2.53M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
224+ 1.73% |
$10.2K - $11K
|
13.2K
$631K
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
205+ 0.5% |
$9.33K - $10K
|
41.3K
$1.98M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
178+ 3.54% |
$8.1K - $8.73K
|
5.21K
$249K
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
BUY
|
- |
174New |
$7.92K - $8.53K
|
174
$8.32K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
168+ 0.9% |
$7.65K - $8.24K
|
18.9K
$906K
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
149New |
$6.78K - $7.3K
|
149
$7.13K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
138+ 1.5% |
$6.28K - $6.76K
|
9.31K
$445K
|
|
Nov 12, 2021
Q3 2021
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
136+ 0.83% |
$6.19K - $6.67K
|
16.5K
$790K
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
94+ 1.86% |
$4.28K - $4.61K
|
5.14K
$246K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
93+ 31.63% |
$4.23K - $4.56K
|
387
$18.5K
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
76+ 1.21% |
$3.46K - $3.73K
|
6.34K
$303K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69+ 0.04% |
$3.14K - $3.38K
|
189K
$9.04M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
59+ 0.24% |
$2.69K - $2.89K
|
25.1K
$1.2M
|
|
Nov 16, 2021
Q3 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
49+ 0.17% |
$2.23K - $2.4K
|
29K
$1.39M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 0.49% |
$1.14K - $1.23K
|
5.11K
$244K
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12+ 80.0% |
$546 - $588
|
27
$1.29K
|