Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-416- 3.87% |
$20.5K - $23.7K
|
10.3K
$669K
|
|
Aug 15, 2022
Q2 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-424- 3.54% |
$20.9K - $24.2K
|
11.6K
$748K
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-425Closed |
$20.9K - $24.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-488- 14.73% |
$24K - $27.8K
|
2.83K
$183K
|
|
Jul 22, 2022
Q2 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-500Closed |
$24.6K - $28.5K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-532- 5.32% |
$26.2K - $30.3K
|
9.48K
$614K
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-535- 1.67% |
$26.3K - $30.5K
|
31.5K
$2.04M
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-541Closed |
$26.6K - $30.9K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-610- 99.51% |
$30K - $34.8K
|
3
$194
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-681- 0.67% |
$33.5K - $38.8K
|
101K
$6.56M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-774- 27.55% |
$38.1K - $44.1K
|
2.04K
$132K
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-864- 2.64% |
$42.5K - $49.3K
|
31.8K
$2.06M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 72.06% |
$53.7K - $62.2K
|
423
$27.4K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.16K- 1.66% |
$56.8K - $65.9K
|
68.6K
$4.44M
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.33K- 4.54% |
$65.2K - $75.6K
|
27.8K
$1.8M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.45K- 3.25% |
$71.2K - $82.5K
|
43.1K
$2.79M
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.49K- 14.21% |
$73.5K - $85.2K
|
9.02K
$584K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.58K- 7.57% |
$77.7K - $90K
|
19.3K
$1.25M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-1.68K- 34.12% |
$82.8K - $96K
|
3.25K
$211K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.74K- 10.4% |
$85.7K - $99.3K
|
15K
$972K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-1.77K- 14.09% |
$87.2K - $101K
|
10.8K
$700K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.83K- 1.46% |
$90K - $104K
|
123K
$8M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 18.0% |
$91.3K - $106K
|
8.45K
$547K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.89K- 20.92% |
$92.8K - $108K
|
7.13K
$462K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.98K- 5.2% |
$97.5K - $113K
|
36.1K
$2.34M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2K- 20.4% |
$98.4K - $114K
|
7.81K
$506K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.2K- 7.24% |
$108K - $126K
|
28.2K
$1.83M
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.57K- 31.56% |
$126K - $147K
|
5.57K
$361K
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-2.76K- 18.5% |
$136K - $157K
|
12.2K
$788K
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
SELL
|
- |
-2.92K- 2.56% |
$143K - $166K
|
111K
$7.19M
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.96K- 4.21% |
$146K - $169K
|
67.3K
$4.36M
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.48K- 23.98% |
$171K - $199K
|
11K
$715K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-3.49K- 10.28% |
$172K - $199K
|
30.5K
$1.97M
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-3.51K- 1.67% |
$173K - $200K
|
207K
$13.4M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.57K- 97.81% |
$176K - $204K
|
80
$5.18K
|
|
Jul 19, 2022
Q2 2022
|
Ridgewood Investments LLC
|
SELL
|
- |
-3.64KClosed |
$179K - $207K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.71KClosed |
$182K - $211K
|
0
$0
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.71KClosed |
$183K - $212K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.78KClosed |
$186K - $216K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.85KClosed |
$189K - $220K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Howard Capital Management Inc.
|
SELL
|
- |
-4.04KClosed |
$199K - $230K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-4.07KClosed |
$200K - $232K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-4.1K- 15.67% |
$202K - $234K
|
22.1K
$1.43M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.22K- 2.49% |
$208K - $241K
|
165K
$10.7M
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-4.24KClosed |
$209K - $242K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.32KClosed |
$213K - $246K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-4.4KClosed |
$216K - $251K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-4.63K- 24.02% |
$228K - $264K
|
14.6K
$949K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.68K- 24.22% |
$230K - $267K
|
14.7K
$949K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.82K- 0.8% |
$237K - $275K
|
600K
$38.9M
|