Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.83K+ 38.57% |
$150K - $166K
|
10.2K
$631K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.48K+ 14.94% |
$131K - $145K
|
19K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.4K+ 24.73% |
$127K - $140K
|
12.1K
$750K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.34K+ 45.67% |
$124K - $137K
|
7.45K
$462K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.22K+ 765.86% |
$118K - $130K
|
2.51K
$156K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.87KNew |
$98.9K - $109K
|
1.87K
$116K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.52K+ 30.86% |
$80.8K - $89.2K
|
6.46K
$401K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.5K+ 3.67% |
$79.8K - $88K
|
42.5K
$2.64M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.46KNew |
$77.6K - $85.6K
|
1.46K
$90.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.37K+ 1.56% |
$72.4K - $79.9K
|
88.7K
$5.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.31K+ 0.77% |
$69.4K - $76.6K
|
172K
$10.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.25K+ 8.92% |
$66.5K - $73.4K
|
15.3K
$949K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
1.23K+ 30.47% |
$65.4K - $72.2K
|
5.28K
$327K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.22K+ 10.6% |
$64.9K - $71.6K
|
12.8K
$791K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1.19K+ 8.84% |
$63.1K - $69.6K
|
14.6K
$908K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.16K+ 12.24% |
$61.8K - $68.1K
|
10.7K
$662K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.1KNew |
$58.5K - $64.6K
|
1.1K
$68.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
841+ 28.75% |
$44.6K - $49.2K
|
3.77K
$233K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
798New |
$42.3K - $46.7K
|
798
$49.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
707New |
$37.5K - $41.4K
|
707
$43.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
672+ 24.72% |
$35.6K - $39.3K
|
3.39K
$210K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
539New |
$28.6K - $31.6K
|
539
$33.4K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
500New |
$26.5K - $29.3K
|
500
$31K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
485+ 10.0% |
$25.7K - $28.4K
|
5.33K
$331K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
478+ 1.51% |
$25.4K - $28K
|
32.1K
$1.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
468New |
$24.8K - $27.4K
|
468
$29K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
427New |
$22.7K - $25K
|
427
$26.5K
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
334+ 3.26% |
$17.7K - $19.6K
|
10.6K
$655K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
314+ 4.26% |
$16.7K - $18.4K
|
7.68K
$476K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
312+ 1.89% |
$16.6K - $18.3K
|
16.8K
$1.04M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
279+ 46.73% |
$14.8K - $16.3K
|
876
$54.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
245+ 13.87% |
$13K - $14.3K
|
2.01K
$125K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
233+ 9.83% |
$12.4K - $13.6K
|
2.6K
$161K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
216New |
$11.5K - $12.6K
|
216
$13.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
195+ 1.29% |
$10.3K - $11.4K
|
15.3K
$951K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
178New |
$9.44K - $10.4K
|
178
$11K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
166+ 3.13% |
$8.81K - $9.72K
|
5.47K
$339K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
144New |
$7.64K - $8.43K
|
144
$8.93K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
119+ 2.51% |
$6.31K - $6.97K
|
4.85K
$301K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
40New |
$2.12K - $2.34K
|
40
$2.48K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
23+ 0.26% |
$1.22K - $1.35K
|
8.95K
$555K
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
BUY
|
- |
20+ 0.29% |
$1.06K - $1.17K
|
7.02K
$435K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
15New |
$796 - $878
|
15
$930
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
13New |
$690 - $761
|
13
$806
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 0.13% |
$531 - $585
|
7.6K
$471K
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
9+ 0.2% |
$477 - $527
|
4.49K
$278K
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
7+ 0.23% |
$371 - $410
|
3.08K
$191K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5New |
$265 - $293
|
5
$310
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.27% |
$212 - $234
|
1.49K
$92.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.24% |
$159 - $176
|
1.25K
$77.2K
|