Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2020
Q3 2020
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-871- 14.39% |
$35.2K - $38.7K
|
5.18K
$340K
|
|
Nov 09, 2020
Q3 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-898- 14.37% |
$36.3K - $39.9K
|
5.35K
$351K
|
|
Nov 12, 2020
Q3 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-918Closed |
$37.1K - $40.8K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
D.A. Davidson & Co.
|
SELL
|
- |
-927- 14.15% |
$37.5K - $41.2K
|
5.62K
$369K
|
|
Nov 13, 2020
Q3 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-991- 2.26% |
$40.1K - $44K
|
42.8K
$2.81M
|
|
Oct 13, 2020
Q3 2020
|
Pfg Advisors
|
SELL
|
- |
-1.04K- 3.67% |
$42.1K - $46.2K
|
27.3K
$1.79M
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.07K- 15.26% |
$43.3K - $47.6K
|
5.94K
$390K
|
|
Nov 16, 2020
Q3 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.17K- 11.82% |
$47.4K - $52K
|
8.74K
$573K
|
|
Oct 29, 2020
Q3 2020
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.18K- 7.81% |
$47.9K - $52.6K
|
14K
$916K
|
|
Oct 13, 2020
Q3 2020
|
Cx Institutional
|
SELL
|
- |
-1.21K- 30.35% |
$49K - $53.9K
|
2.78K
$182K
|
|
Oct 13, 2020
Q3 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.46K- 3.31% |
$58.9K - $64.7K
|
42.5K
$2.79M
|
|
Oct 22, 2020
Q3 2020
|
Rothschild Investment Corp
|
SELL
|
- |
-1.9K- 17.82% |
$76.9K - $84.4K
|
8.77K
$575K
|
|
Jul 24, 2024
Q3 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.94K- 7.76% |
$78.4K - $86.1K
|
23K
$1.51M
|
|
Oct 30, 2020
Q3 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2K- 17.56% |
$80.8K - $88.8K
|
9.38K
$615K
|
|
Oct 30, 2020
Q3 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.24K- 9.82% |
$90.6K - $99.5K
|
20.6K
$1.35M
|
|
Oct 29, 2020
Q3 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-2.5K- 7.99% |
$101K - $111K
|
28.7K
$1.88M
|
|
Nov 09, 2020
Q3 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.66K- 31.98% |
$108K - $118K
|
5.66K
$371K
|
|
Nov 12, 2020
Q3 2020
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.67K- 8.84% |
$108K - $119K
|
27.5K
$1.8M
|
|
Nov 13, 2020
Q3 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.85K- 21.2% |
$115K - $127K
|
10.6K
$694K
|
|
Nov 18, 2020
Q3 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-2.88K- 5.46% |
$117K - $128K
|
49.9K
$3.27M
|
|
Nov 13, 2020
Q3 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.96K- 17.37% |
$120K - $131K
|
14.1K
$922K
|
|
Sep 08, 2021
Q3 2020
|
Retirement Group, LLC
|
SELL
|
- |
-3.1K- 97.33% |
$126K - $138K
|
85
$5.57K
|
|
Oct 19, 2020
Q3 2020
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3.13K- 3.41% |
$126K - $139K
|
88.4K
$5.8M
|
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.48K- 42.05% |
$141K - $155K
|
4.79K
$314K
|
|
Nov 04, 2020
Q3 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.54K- 27.75% |
$143K - $157K
|
9.22K
$604K
|
|
Nov 13, 2020
Q3 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.16K- 24.92% |
$168K - $185K
|
12.5K
$822K
|
|
Nov 16, 2020
Q3 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.67K- 3.64% |
$189K - $207K
|
123K
$8.09M
|
|
Nov 09, 2020
Q3 2020
|
Courier Capital LLC
|
SELL
|
- |
-4.8K- 42.27% |
$194K - $213K
|
6.56K
$430K
|
|
Nov 02, 2020
Q3 2020
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-4.84KClosed |
$196K - $215K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.87K- 99.41% |
$197K - $216K
|
29
$1.9K
|
|
Nov 19, 2020
Q3 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.18K- 7.45% |
$209K - $230K
|
64.3K
$4.22M
|
|
Oct 30, 2020
Q3 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.34KClosed |
$216K - $237K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-5.34KClosed |
$216K - $237K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Planning Directions Inc
|
SELL
|
- |
-6.12KClosed |
$248K - $272K
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6.33KClosed |
$256K - $281K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.37K- 40.49% |
$258K - $283K
|
9.36K
$614K
|
|
Nov 13, 2020
Q3 2020
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-6.44KClosed |
$260K - $286K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.77KClosed |
$274K - $301K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.91KClosed |
$280K - $307K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-7.47K- 6.06% |
$302K - $332K
|
116K
$7.6M
|
|
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-8.11K- 18.9% |
$328K - $360K
|
34.8K
$2.28M
|
|
Nov 16, 2020
Q3 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.1K- 45.81% |
$407K - $447K
|
11.9K
$779K
|
|
Nov 12, 2020
Q3 2020
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10.2K- 11.24% |
$412K - $452K
|
80.3K
$5.27M
|
|
Nov 03, 2020
Q3 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.3K- 24.61% |
$416K - $457K
|
31.5K
$2.07M
|
|
Oct 30, 2020
Q3 2020
|
Petix & Botte CO
|
SELL
|
- |
-10.4K- 55.43% |
$422K - $464K
|
8.39K
$550K
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.4K- 5.06% |
$582K - $639K
|
270K
$17.7M
|
|
Oct 29, 2020
Q3 2020
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.8K- 1.74% |
$598K - $657K
|
837K
$54.8M
|
|
Nov 12, 2020
Q3 2020
|
Natixis
Paris, I0 |
SELL
|
- |
-17.3KClosed |
$698K - $767K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.1K- 4.96% |
$733K - $805K
|
347K
$22.8M
|
|
Nov 13, 2020
Q3 2020
|
Truist Financial Corp
|
SELL
|
- |
-18.4K- 22.22% |
$743K - $816K
|
64.3K
$4.22M
|