Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Ii S&P Midcap L (XMLV)
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 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-154- 0.81% |
$8.1K - $9K
|
18.9K
$1.12M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-161- 2.06% |
$8.47K - $9.41K
|
7.67K
$453K
|
|
Apr 28, 2022
Q1 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-170- 1.15% |
$8.94K - $9.93K
|
14.6K
$866K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-207- 0.54% |
$10.9K - $12.1K
|
38.1K
$2.25M
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-207Closed |
$10.9K - $12.1K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-207- 4.88% |
$10.9K - $12.1K
|
4.04K
$239K
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-216Closed |
$11.4K - $12.6K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-221- 1.3% |
$11.6K - $12.9K
|
16.7K
$990K
|
|
May 03, 2022
Q1 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-255- 1.34% |
$13.4K - $14.9K
|
18.7K
$1.11M
|
|
Apr 15, 2022
Q1 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-341- 4.41% |
$17.9K - $19.9K
|
7.39K
$437K
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-351- 1.09% |
$18.5K - $20.5K
|
31.7K
$1.88M
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-392- 0.55% |
$20.6K - $22.9K
|
70.3K
$4.16M
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-393- 2.57% |
$20.7K - $23K
|
14.9K
$882K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-428- 5.63% |
$22.5K - $25K
|
7.17K
$424K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-462- 12.27% |
$24.3K - $27K
|
3.3K
$195K
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-468Closed |
$24.6K - $27.3K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-473- 5.43% |
$24.9K - $27.6K
|
8.24K
$487K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-545- 1.83% |
$28.7K - $31.8K
|
29.2K
$1.72M
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-587- 42.32% |
$30.9K - $34.3K
|
800
$47.3K
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-629- 3.09% |
$33.1K - $36.8K
|
19.8K
$1.17M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-651- 8.48% |
$34.2K - $38K
|
7.03K
$416K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-707Closed |
$37.2K - $41.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-709- 5.59% |
$37.3K - $41.4K
|
12K
$708K
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-742- 15.41% |
$39K - $43.4K
|
4.07K
$241K
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-752- 10.27% |
$39.6K - $43.9K
|
6.57K
$388K
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-769- 7.43% |
$40.4K - $44.9K
|
9.58K
$567K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-798Closed |
$42K - $46.6K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-808- 9.02% |
$42.5K - $47.2K
|
8.15K
$482K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.16K- 14.75% |
$60.8K - $67.5K
|
6.68K
$395K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.21K- 26.77% |
$63.7K - $70.8K
|
3.31K
$196K
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
SELL
|
- |
-1.25K- 1.09% |
$65.8K - $73.1K
|
114K
$6.73M
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.52K- 5.1% |
$79.7K - $88.6K
|
28.2K
$1.67M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.54K- 3.02% |
$81.2K - $90.2K
|
49.5K
$2.93M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.7K- 0.94% |
$89.5K - $99.5K
|
179K
$10.6M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.72K- 21.83% |
$90.5K - $101K
|
6.16K
$365K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.73K- 38.14% |
$91.1K - $101K
|
2.81K
$166K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.82K- 3.7% |
$95.8K - $106K
|
47.4K
$2.8M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.86K- 3.67% |
$97.8K - $109K
|
48.8K
$2.89M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2K- 20.24% |
$105K - $117K
|
7.89K
$467K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-2.07K- 14.12% |
$109K - $121K
|
12.6K
$744K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.07K- 27.78% |
$109K - $121K
|
5.38K
$318K
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
SELL
|
- |
-2.09K- 29.83% |
$110K - $122K
|
4.93K
$291K
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-2.11K- 0.99% |
$111K - $123K
|
211K
$12.5M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.14K- 44.11% |
$113K - $125K
|
2.71K
$160K
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.38K- 19.96% |
$125K - $139K
|
9.54K
$564K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.44K- 1.42% |
$128K - $142K
|
169K
$10M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.72K- 6.81% |
$143K - $159K
|
37.3K
$2.2M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-2.9K- 28.87% |
$153K - $170K
|
7.15K
$423K
|
|
May 16, 2022
Q1 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-3.08KClosed |
$162K - $180K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Wt Wealth Management
|
SELL
|
- |
-3.33K- 11.49% |
$175K - $195K
|
25.7K
$1.52M
|