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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.07% |
$106 - $117
|
2.88K
$178K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.45% |
$53.1 - $58.5
|
224
$13.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.24% |
$53.1 - $58.5
|
423
$26.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3- 0.01% |
$159 - $176
|
32.3K
$2M
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-15Closed |
$796 - $878
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-16- 0.21% |
$849 - $937
|
7.7K
$477K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-20- 0.05% |
$1.06K - $1.17K
|
38.3K
$2.37M
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-39- 0.11% |
$2.07K - $2.28K
|
34.3K
$2.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-42Closed |
$2.23K - $2.46K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-47- 15.31% |
$2.49K - $2.75K
|
260
$16.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-50Closed |
$2.65K - $2.93K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-52Closed |
$2.76K - $3.04K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-88- 0.19% |
$4.67K - $5.15K
|
45.6K
$2.83M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100Closed |
$5.31K - $5.85K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-128Closed |
$6.79K - $7.49K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-150- 2.37% |
$7.96K - $8.78K
|
6.18K
$383K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-150Closed |
$7.96K - $8.78K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-150Closed |
$7.96K - $8.78K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-151Closed |
$8.01K - $8.84K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-176Closed |
$9.34K - $10.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-186- 1.77% |
$9.87K - $10.9K
|
10.4K
$642K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-230- 32.81% |
$12.2K - $13.5K
|
471
$29.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-267- 3.3% |
$14.2K - $15.6K
|
7.83K
$485K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-300- 60.0% |
$15.9K - $17.6K
|
200
$12.4K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-301- 4.06% |
$16K - $17.6K
|
7.12K
$441K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-301- 4.06% |
$16K - $17.6K
|
7.12K
$441K
|
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-356- 8.92% |
$18.9K - $20.8K
|
3.64K
$225K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-372- 3.2% |
$19.7K - $21.8K
|
11.3K
$699K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-453- 4.12% |
$24K - $26.5K
|
10.6K
$654K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-459- 9.52% |
$24.3K - $26.9K
|
4.36K
$270K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-501- 0.98% |
$26.6K - $29.3K
|
50.7K
$3.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Howard Capital Management Inc.
|
SELL
|
- |
-518- 10.88% |
$27.5K - $30.3K
|
4.24K
$263K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-713- 10.45% |
$37.8K - $41.7K
|
6.11K
$379K
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-794- 5.39% |
$42.1K - $46.5K
|
13.9K
$863K
|
|
|
Jan 19, 2022
Q4 2021
|
Wt Wealth Management
|
SELL
|
- |
-819- 2.75% |
$43.4K - $47.9K
|
29K
$1.8M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-845Closed |
$44.8K - $49.5K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-947- 0.52% |
$50.2K - $55.4K
|
181K
$11.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-950- 6.77% |
$50.4K - $55.6K
|
13.1K
$811K
|
|
|
Feb 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-955- 2.06% |
$50.7K - $55.9K
|
45.3K
$2.81M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-978- 17.72% |
$51.9K - $57.3K
|
4.54K
$282K
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-988- 4.95% |
$52.4K - $57.8K
|
19K
$1.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.06K- 3.45% |
$56.2K - $62.1K
|
29.7K
$1.84M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.13K- 11.11% |
$59.7K - $65.9K
|
9K
$558K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.17K- 0.75% |
$61.9K - $68.3K
|
155K
$9.62M
|
|
|
Jan 20, 2022
Q4 2021
|
G&S Capital LLC
|
SELL
|
- |
-1.26K- 4.14% |
$67K - $73.9K
|
29.2K
$1.81M
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.31K- 11.58% |
$69.3K - $76.5K
|
9.98K
$619K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-1.55K- 13.28% |
$82.2K - $90.7K
|
10.1K
$628K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.65K- 4.12% |
$87.4K - $96.5K
|
38.4K
$2.38M
|