XSHQ · Insider trading · 13F holders · Congress trades
Invesco Exch Traded Fd Tr II (XSHQ)
Who is buying and selling XSHQ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 8
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
XSHQ at a glance
- No open-market insider purchases or sales of XSHQ were filed in the last 90 days.
- 8 13F filers hold XSHQ among their 50 largest positions, worth $57.3M combined. The biggest bets by portfolio weight are PlanVest Financial, Inc (2.7%), Beacon Financial Planning, Inc (2.1%) and Fortune Financial Group, Inc. (0.9%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in XSHQ.
XSHQ insider trading
No open-market insider purchases or sales of XSHQ were filed in the last 90 days.
Who owns XSHQ? Hedge funds and superinvestors
8 13F filers hold XSHQ among their 50 largest positions, worth $57.3M combined. The biggest bets by portfolio weight are PlanVest Financial, Inc (2.7%), Beacon Financial Planning, Inc (2.1%) and Fortune Financial Group, Inc. (0.9%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Larson Financial Group LLCWealth manager | 0.7% | $27.6M | 570,428 | -3.1% shares | Q2 2026 |
| Coppell Advisory Solutions LLCWealth manager | 0.7% | $9.1M | 1,419 | New | Q2 2026 |
| Breakwater Capital GroupWealth manager | 0.7% | $6.3M | 140,087 | +0.2% shares | Q3 2026 |
| Beacon Financial Planning, IncWealth manager | 2.1% | $6.1M | 125,141 | -5.2% shares | Q2 2026 |
| PlanVest Financial, IncWealth manager | 2.7% | $4.0M | 83,180 | -0.6% shares | Q2 2026 |
| DHJJ Financial Advisors, Ltd.Wealth manager | 0.9% | $3.0M | 66,843 | +1.5% shares | Q3 2026 |
| Fortune Financial Group, Inc.Wealth manager | 0.9% | $999K | 22,236 | +11.7% shares | Q3 2026 |
| Fox Financial, IncWealth manager | 0.2% | $284K | 6,320 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 4). Screen XSHQ in the grand portfolio →
XSHQ stock trades by members of Congress
No member of Congress has disclosed a trade in XSHQ.
XSHQ questions and answers
Are insiders buying XSHQ stock?
No open-market insider purchases or sales of XSHQ were filed in the last 90 days.
Which hedge funds own XSHQ?
8 13F filers hold XSHQ among their 50 largest positions, worth $57.3M combined. The biggest bets by portfolio weight are PlanVest Financial, Inc (2.7%), Beacon Financial Planning, Inc (2.1%) and Fortune Financial Group, Inc. (0.9%). In their latest 13Fs, 1 manager opened a new position and 1 added to one.
Has Congress traded XSHQ?
No member of Congress has disclosed a trade in XSHQ.
Who is the largest holder of XSHQ?
Among 13F filers, Larson Financial Group LLC reports the largest XSHQ position, $27.6M (570,428 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is PlanVest Financial, Inc's: 2.7% of its portfolio.
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