Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Ii S&P Midcap L (XMLV)

XMLV Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Midcap L (XMLV) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P MIDCAP L.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 05, 2022 Q1 2022
True Wealth Advisors, LLC

BUY
 -
351
+ 1.11%
$18.5K - $20.5K
32.1K $1.9M
Feb 08, 2024 Q1 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
283
+ 3.96%
$14.9K - $16.5K
7.42K $439K
May 06, 2022 Q1 2022
Princeton Global Asset Management LLC

BUY
 -
245
+ 2.17%
$12.9K - $14.3K
11.5K $681K
May 02, 2022 Q1 2022
Macroview Investment Management LLC

BUY
 -
240
+ 107.14%
$12.6K - $14K
464 $27.4K
Apr 11, 2022 Q1 2022
Sound Income Strategies, LLC

BUY
 -
218
New
$11.5K - $12.7K
218 $12.9K
May 16, 2022 Q1 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
217
+ 3.96%
$11.4K - $12.7K
5.69K $337K
Apr 28, 2022 Q1 2022
Ahrens Investment Partners LLC

BUY
 -
201
+ 18.22%
$10.6K - $11.7K
1.3K $77.1K
Apr 07, 2022 Q1 2022
Fieldpoint Private Securities, LLC

BUY
 -
200
New
$10.5K - $11.7K
200 $11.8K
Apr 14, 2022 Q1 2022
Minot Wealth Management LLC

BUY
 -
200
+ 1.76%
$10.5K - $11.7K
11.6K $683K
Apr 12, 2022 Q1 2022
Private Trust CO Na

BUY
 -
185
+ 3.9%
$9.73K - $10.8K
4.93K $292K
May 10, 2022 Q1 2022
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
161
+ 3.02%
$8.47K - $9.41K
5.49K $325K
Apr 29, 2022 Q1 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
100
New
$5.26K - $5.84K
100 $5.92K
Apr 08, 2022 Q1 2022
Trilogy Capital Inc.

BUY
 -
80
+ 1.73%
$4.21K - $4.68K
4.7K $278K
May 28, 2024 Q1 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
44
New
$2.31K - $2.57K
44 $2.6K
May 03, 2022 Q1 2022
Liberty One Investment Management, LLC

BUY
 -
32
+ 0.07%
$1.68K - $1.87K
45.7K $2.7M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
16
+ 0.18%
$842 - $935
9.02K $533K
May 13, 2022 Q1 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
7
+ 0.07%
$368 - $409
10.6K $625K
Apr 25, 2022 Q1 2022
Tsfg, LLC

BUY
 -
6
+ 0.4%
$316 - $351
1.5K $88.7K
May 04, 2022 Q1 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
4
+ 0.06%
$210 - $234
6.91K $409K
Apr 28, 2022 Q1 2022
Single Point Partners, LLC

BUY
 -
3
+ 0.04%
$158 - $175
7.09K $419K
May 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
2
+ 0.05%
$105 - $117
3.78K $224K
May 10, 2022 Q1 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
2
+ 0.47%
$105 - $117
425 $25.1K
Apr 13, 2022 Q1 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
2
+ 0.37%
$105 - $117
541 $32K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 06, 2022 Q1 2022
Plante Moran Financial Advisors, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Jan 02, 2024 Q1 2022
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-2
- 0.05%
$105 - $117
3.71K $220K
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-5
Closed
$263 - $292
0 $0
May 02, 2022 Q1 2022
Sheets Smith Wealth Management

SELL
 -
-5
- 0.04%
$263 - $292
13.1K $773K
Apr 26, 2022 Q1 2022
Ogorek Anthony Joseph

SELL
 -
-13
Closed
$684 - $760
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-15
Closed
$789 - $877
0 $0
May 05, 2022 Q1 2022
Charter Oak Capital Management, LLC

SELL
 -
-16
- 1.83%
$842 - $935
860 $50.9K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-20
- 0.59%
$1.05K - $1.17K
3.37K $199K
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-26
- 0.2%
$1.37K - $1.52K
13.3K $786K
May 12, 2022 Q1 2022
Claraphi Advisory Network, LLC

SELL
 -
-32
- 0.86%
$1.68K - $1.87K
3.71K $219K
Apr 28, 2022 Q1 2022
Belpointe Asset Management LLC

SELL
 -
-37
- 0.25%
$1.95K - $2.16K
14.5K $859K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-40
Closed
$2.1K - $2.34K
0 $0
May 04, 2022 Q1 2022
Safeguard Investment Advisory Group, LLC

SELL
 -
-41
- 0.91%
$2.16K - $2.4K
4.45K $263K
May 11, 2022 Q1 2022
Us Bancorp \De\

SELL
 -
-48
- 1.1%
$2.52K - $2.81K
4.31K $255K
Apr 12, 2022 Q1 2022
Moody National Bank Trust Division

SELL
 -
-50
- 0.47%
$2.63K - $2.92K
10.5K $622K
May 12, 2022 Q1 2022
Private Portfolio Partners LLC

SELL
 -
-75
- 1.05%
$3.95K - $4.38K
7.04K $417K
Mar 14, 2023 Q1 2022
Private Portfolio Partners LLC

SELL
 -
-75
- 1.05%
$3.95K - $4.38K
7.04K $417K
Apr 29, 2022 Q1 2022
Accel Wealth Management

SELL
 -
-95
- 1.8%
$5K - $5.55K
5.18K $307K
May 13, 2022 Q1 2022
Stonebridge Capital Advisors LLC

St Paul, MN
SELL
 -
-100
- 56.18%
$5.26K - $5.84K
78 $4.61K
Apr 14, 2022 Q1 2022
Cutler Group LP

SELL
 -
-100
- 50.0%
$5.26K - $5.84K
100 $5.92K
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-106
- 0.88%
$5.58K - $6.19K
12K $709K
May 09, 2022 Q1 2022
Trustcore Financial Services, LLC

SELL
 -
-110
Closed
$5.79K - $6.43K
0 $0
Apr 21, 2022 Q1 2022
Cwm, LLC

SELL
 -
-113
- 1.12%
$5.94K - $6.6K
10K $592K
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-144
Closed
$7.57K - $8.42K
0 $0
Apr 29, 2022 Q1 2022
Investment Advisory Group, LLC

SELL
 -
-145
- 3.31%
$7.63K - $8.47K
4.24K $251K

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