Purchases and Sales Made in Q3 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 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
369+ 2.52% |
$17.7K - $20.8K
|
15K
$888K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
364+ 0.97% |
$17.5K - $20.5K
|
37.7K
$2.23M
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
352+ 4.67% |
$16.9K - $19.8K
|
7.89K
$467K
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
245+ 0.29% |
$11.8K - $13.8K
|
84.3K
$4.98M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
235+ 2.78% |
$11.3K - $13.2K
|
8.69K
$514K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
214New |
$10.3K - $12.1K
|
214
$12.7K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
150+ 0.52% |
$7.21K - $8.45K
|
29K
$1.72M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
97New |
$4.66K - $5.46K
|
97
$5.74K
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
BUY
|
- |
53+ 0.24% |
$2.55K - $2.99K
|
22.1K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
21+ 0.18% |
$1.01K - $1.18K
|
11.6K
$685K
|
|
Oct 06, 2022
Q3 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
14New |
$673 - $789
|
14
$828
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
10+ 0.66% |
$480 - $563
|
1.52K
$89.7K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
8+ 0.08% |
$384 - $451
|
9.52K
$563K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.23% |
$288 - $338
|
2.63K
$156K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5+ 0.63% |
$240 - $282
|
805
$47.6K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
5+ 0.15% |
$240 - $282
|
3.31K
$196K
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
1+ 0.01% |
$48 - $56.3
|
6.76K
$400K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4- 0.13% |
$192 - $225
|
3.06K
$181K
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-17- 77.27% |
$817 - $958
|
5
$296
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18- 0.37% |
$865 - $1.01K
|
4.82K
$285K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-24- 0.2% |
$1.15K - $1.35K
|
11.7K
$691K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-26- 1.0% |
$1.25K - $1.46K
|
2.58K
$153K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-35- 28.69% |
$1.68K - $1.97K
|
87
$5.15K
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-40- 0.73% |
$1.92K - $2.25K
|
5.42K
$320K
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-41- 0.28% |
$1.97K - $2.31K
|
14.7K
$867K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-44Closed |
$2.11K - $2.48K
|
0
$0
|
|
Oct 05, 2022
Q3 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-47- 0.52% |
$2.26K - $2.65K
|
8.98K
$531K
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-54- 0.77% |
$2.59K - $3.04K
|
6.99K
$413K
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
SELL
|
- |
-59- 1.19% |
$2.83K - $3.32K
|
4.89K
$289K
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-70- 1.07% |
$3.36K - $3.94K
|
6.5K
$384K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-92- 9.9% |
$4.42K - $5.18K
|
837
$49.5K
|
|
Nov 04, 2022
Q3 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-124- 2.6% |
$5.96K - $6.99K
|
4.64K
$274K
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-155- 27.68% |
$7.45K - $8.73K
|
405
$24K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
SELL
|
- |
-200- 6.75% |
$9.61K - $11.3K
|
2.77K
$164K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-206- 0.11% |
$9.9K - $11.6K
|
179K
$10.6M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-213- 3.25% |
$10.2K - $12K
|
6.33K
$375K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-225- 3.25% |
$10.8K - $12.7K
|
6.69K
$396K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-225- 3.25% |
$10.8K - $12.7K
|
6.69K
$396K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-234- 11.5% |
$11.2K - $13.2K
|
1.8K
$107K
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-237- 50.97% |
$11.4K - $13.4K
|
228
$13.5K
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-238- 2.84% |
$11.4K - $13.4K
|
8.14K
$482K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-249- 4.8% |
$12K - $14K
|
4.94K
$292K
|
|
Oct 25, 2022
Q3 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-273- 6.14% |
$13.1K - $15.4K
|
4.17K
$247K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-348- 3.37% |
$16.7K - $19.6K
|
9.98K
$590K
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-365- 0.75% |
$17.5K - $20.6K
|
48.3K
$2.86M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-372- 3.44% |
$17.9K - $21K
|
10.4K
$617K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-421- 5.63% |
$20.2K - $23.7K
|
7.06K
$418K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-439- 28.9% |
$21.1K - $24.7K
|
1.08K
$63.9K
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-441- 8.22% |
$21.2K - $24.8K
|
4.93K
$291K
|