Purchases and Sales Made in Q3 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 Q3 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
Nov 14, 2022 Q3 2022
Pfs Investments Inc.

Duluth, GA
BUY
 -
1.04M
New
$50M - $58.7M
1.04M $63.3M
Oct 13, 2022 Q3 2022
Brookstone Capital Management

BUY
 -
480K
New
$23.1M - $27.1M
480K $29.2M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
108K
New
$5.18M - $6.07M
108K $6.55M
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
98.3K
+ 175.88%
$4.72M - $5.54M
154K $9.37M
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
52.6K
+ 51.92%
$2.53M - $2.96M
154K $9.35M
Oct 27, 2022 Q3 2022
Money Concepts Capital Corp

BUY
 -
45.2K
+ 56481.25%
$2.17M - $2.55M
45.3K $2.75M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
42.1K
+ 330.9%
$2.02M - $2.37M
54.9K $3.34M
Nov 14, 2022 Q3 2022
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
38.8K
New
$1.86M - $2.18M
38.8K $2.36M
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
33.3K
New
$1.6M - $1.88M
33.3K $2.02M
Nov 14, 2022 Q3 2022
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
28.2K
+ 6.39%
$1.36M - $1.59M
470K $28.6M
Oct 14, 2022 Q3 2022
Morgan Rosel Wealth Management, LLC

BUY
 -
26.4K
+ 40.47%
$1.27M - $1.49M
91.5K $5.56M
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
26K
+ 3.35%
$1.25M - $1.46M
802K $48.8M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
19.7K
+ 7.61%
$945K - $1.11M
278K $16.9M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
19K
New
$913K - $1.07M
19K $1.16M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
14.5K
+ 122.55%
$696K - $816K
26.3K $1.6M
Oct 21, 2022 Q3 2022
G&S Capital LLC

BUY
 -
13.8K
+ 43.37%
$663K - $777K
45.6K $2.77M
Nov 10, 2022 Q3 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
13K
+ 98.61%
$626K - $734K
26.3K $1.6M
Oct 14, 2022 Q3 2022
Cornerstone Wealth Management, LLC

BUY
 -
8.96K
+ 10.09%
$430K - $505K
97.7K $5.94M
Nov 14, 2022 Q3 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
8.53K
+ 46.51%
$410K - $481K
26.9K $1.63M
Nov 14, 2022 Q3 2022
Invesco Ltd.

Atlanta, GA
BUY
 -
7.5K
+ 10.75%
$360K - $423K
77.3K $4.7M
Nov 30, 2023 Q3 2022
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
5.98K
+ 4.4%
$287K - $337K
142K $8.63M
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
5.73K
+ 2.21%
$275K - $323K
265K $16.1M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
5.56K
New
$267K - $313K
5.56K $338K
Nov 07, 2022 Q3 2022
Lmcg Investments, LLC

Boston, MA
BUY
 -
5.18K
New
$249K - $292K
5.18K $315K
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
5.13K
New
$247K - $289K
5.13K $312K
Oct 14, 2022 Q3 2022
Well Done, LLC

BUY
 -
4.81K
+ 4.33%
$231K - $271K
116K $7.04M
Nov 07, 2022 Q3 2022
Northwest Capital Management Inc

BUY
 -
4.68K
New
$225K - $263K
4.68K $284K
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
BUY
 -
4.29K
+ 0.51%
$206K - $242K
845K $51.4M
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
3.97K
+ 2.4%
$191K - $224K
169K $10.3M
Oct 26, 2022 Q3 2022
Wbi Investments, Inc.

BUY
 -
3.72K
+ 33.74%
$178K - $209K
14.7K $895K
Nov 14, 2022 Q3 2022
Belpointe Asset Management LLC

BUY
 -
2.63K
+ 23.82%
$126K - $148K
13.7K $831K
Nov 09, 2022 Q3 2022
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
2.49K
+ 11.69%
$120K - $140K
23.8K $1.45M
Oct 11, 2022 Q3 2022
Obsidian Personal Planning Solutions LLC

BUY
 -
1.87K
+ 2.48%
$89.6K - $105K
77K $4.69M
Nov 10, 2022 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.81K
+ 23.19%
$87K - $102K
9.62K $585K
May 14, 2024 Q3 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
1.81K
+ 23.19%
$87K - $102K
9.62K $585K
Oct 27, 2022 Q3 2022
Win Advisors, Inc

BUY
 -
1.79K
+ 14.72%
$86K - $101K
13.9K $848K
Nov 14, 2022 Q3 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
1.7K
+ 3.18%
$81.8K - $95.9K
55.2K $3.36M
Nov 10, 2022 Q3 2022
Tkg Advisors, LLC

BUY
 -
1.69K
+ 23.8%
$81K - $95K
8.77K $533K
Oct 26, 2022 Q3 2022
Truist Financial Corp

BUY
 -
1.17K
+ 2.78%
$56.4K - $66.1K
43.5K $2.64M
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
837
+ 11.74%
$40.2K - $47.2K
7.97K $484K
Nov 15, 2022 Q3 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
765
+ 4.3%
$36.8K - $43.1K
18.6K $1.13M
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
723
+ 13.74%
$34.7K - $40.7K
5.99K $364K
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
681
New
$32.7K - $38.4K
681 $41.4K
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
640
+ 1.48%
$30.7K - $36.1K
43.7K $2.66M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
619
+ 23.17%
$29.7K - $34.9K
3.29K $200K
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
609
+ 0.88%
$29.3K - $34.3K
69.9K $4.25M
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
559
+ 5.9%
$26.9K - $31.5K
10K $610K
Nov 09, 2022 Q3 2022
Capital Advisors, Ltd. LLC

BUY
 -
450
+ 85.71%
$21.6K - $25.4K
975 $59.3K
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
430
New
$20.7K - $24.2K
430 $26.1K

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