Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-343- 11.59% |
$18.1K - $18.8K
|
2.62K
$166K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-381- 5.12% |
$20.1K - $20.9K
|
7.05K
$446K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-401- 14.13% |
$21.1K - $22K
|
2.44K
$154K
|
|
Jul 20, 2021
Q2 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-414- 0.89% |
$21.8K - $22.7K
|
46.3K
$2.93M
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-456- 0.87% |
$24K - $25.1K
|
52.2K
$3.31M
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-462Closed |
$24.3K - $25.4K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-486- 2.84% |
$25.6K - $26.7K
|
16.7K
$1.05M
|
|
Jul 28, 2021
Q2 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-697- 1.57% |
$36.7K - $38.3K
|
43.7K
$2.77M
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-700- 3.22% |
$36.9K - $38.5K
|
21K
$1.33M
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-778- 1.91% |
$41K - $42.7K
|
39.9K
$2.53M
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-802- 11.08% |
$42.2K - $44.1K
|
6.44K
$407K
|
|
Aug 16, 2021
Q2 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-851- 9.45% |
$44.8K - $46.8K
|
8.16K
$516K
|
|
Jul 29, 2021
Q2 2021
|
Petix & Botte CO
|
SELL
|
- |
-859- 10.23% |
$45.2K - $47.2K
|
7.53K
$477K
|
|
Jul 28, 2021
Q2 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-897- 1.03% |
$47.2K - $49.3K
|
86.4K
$5.47M
|
|
Aug 16, 2021
Q2 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.15K- 19.25% |
$60.8K - $63.4K
|
4.84K
$306K
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.17K- 14.1% |
$61.5K - $64.1K
|
7.11K
$450K
|
|
Aug 10, 2021
Q2 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.33K- 6.11% |
$70K - $73.1K
|
20.4K
$1.29M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.4K- 6.65% |
$73.5K - $76.7K
|
19.6K
$1.24M
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.66K- 13.87% |
$87.3K - $91K
|
10.3K
$651K
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.9K- 10.14% |
$100K - $104K
|
16.8K
$1.06M
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.11K- 27.27% |
$111K - $116K
|
5.62K
$356K
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.28K- 0.93% |
$120K - $125K
|
244K
$15.4M
|
|
Jul 07, 2021
Q2 2021
|
Act Advisors, Llc.
|
SELL
|
- |
-2.47K- 5.69% |
$130K - $136K
|
40.9K
$2.59M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.5K- 1.72% |
$131K - $137K
|
143K
$9.03M
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
SELL
|
- |
-2.5K- 96.15% |
$132K - $137K
|
100
$6.33K
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.66K- 2.21% |
$140K - $146K
|
118K
$7.46M
|
|
Jul 20, 2021
Q2 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.98K- 11.57% |
$157K - $164K
|
22.7K
$1.44M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.04KClosed |
$160K - $167K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-3.09K- 6.15% |
$163K - $170K
|
47.2K
$2.99M
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.1K- 25.11% |
$163K - $170K
|
9.24K
$584K
|
|
Jul 22, 2021
Q2 2021
|
Moneywise, Inc.
|
SELL
|
- |
-3.2K- 8.11% |
$169K - $176K
|
36.3K
$2.3M
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.32K- 33.98% |
$175K - $182K
|
6.45K
$408K
|
|
Aug 11, 2021
Q2 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.44K- 15.24% |
$181K - $189K
|
19.1K
$1.21M
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.47K- 1.99% |
$183K - $190K
|
171K
$10.8M
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.53KClosed |
$186K - $194K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.94KClosed |
$207K - $216K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
9258 Wealth Management, LLC
|
SELL
|
- |
-4.32KClosed |
$227K - $237K
|
0
$0
|
|
Jul 28, 2022
Q2 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-4.43K- 1.96% |
$233K - $243K
|
221K
$14M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.5KClosed |
$237K - $247K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.74K- 36.73% |
$249K - $260K
|
8.16K
$516K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.86K- 5.41% |
$256K - $267K
|
85.1K
$5.38M
|
|
Aug 16, 2021
Q2 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-5.18KClosed |
$273K - $285K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.68KClosed |
$299K - $312K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.12KClosed |
$322K - $336K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.24KClosed |
$329K - $343K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.58K- 1.63% |
$346K - $361K
|
396K
$25.1M
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.03K- 4.43% |
$370K - $386K
|
152K
$9.61M
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.25K- 7.93% |
$382K - $398K
|
84.1K
$5.32M
|
|
Jul 19, 2021
Q2 2021
|
Well Done, LLC
|
SELL
|
- |
-8.6K- 6.88% |
$453K - $473K
|
116K
$7.36M
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8.93KClosed |
$470K - $491K
|
0
$0
|