# INVESCO EXCH TRADED FD TR II (XSHD)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XSHD/

- Reporting holders: 2
- Reported value: $2.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $2.4M | 185,979 | 0.2% | 6 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $38.8K | 3,016 | 0.0% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $2.4M |
| Q2 2026 | 37 | $17.8M |
| Q1 2026 | 33 | $19.4M |
| Q4 2025 | 35 | $16.2M |
| Q3 2025 | 33 | $13.5M |
| Q2 2025 | 32 | $12.1M |
| Q1 2025 | 33 | $9.9M |
| Q4 2024 | 27 | $7.9M |
| Q3 2024 | 21 | $5.5M |
| Q2 2024 | 19 | $4.0M |
| Q1 2024 | 19 | $5.2M |
| Q4 2023 | 12 | $4.4M |