Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / S&P SMLCAP HIG
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Number of holders
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19
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Total 13F shares, excl. options
-
282,076
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Shares change
-
-17,114
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Total reported value, excl. options
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$4,031,344
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Value change
-
-$290,275
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Number of buys
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8
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Number of sells
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5
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Price
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$14.29
Institutional Holders of INVESCO EXCH TRADED FD TR II - S&P SMLCAP HIG (XSHD) as of Q2 2024
As of 30 Jun 2024 INVESCO EXCH TRADED FD TR II - S&P SMLCAP HIG (XSHD) had 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 282,076 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, Investors Research Corp, BANK OF AMERICA CORP /DE/, Concord Wealth Partners, Concord Asset Management, LLC/VA, Cetera Investment Advisers, Global Retirement Partners, LLC, WEDBUSH SECURITIES INC, Eagle Bluffs Wealth Management LLC, and Tower Research Capital LLC (TRC).
This table shows 19 institutional shareholders of the security as of 30 Jun 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.