A detailed history of Avantax Advisory Services, Inc. transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 17,951 shares of XMLV stock, worth $1.09 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,951
Previous 28,085 36.08%
Holding current value
$1.09 Million
Previous $1.58 Million 37.4%
% of portfolio
0.01%
Previous 0.01%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$53.37 - $56.94 $540,851 - $577,029
-10,134 Reduced 36.08%
17,951 $991,000
Q1 2024

May 08, 2024

SELL
$52.35 - $56.4 $430,631 - $463,946
-8,226 Reduced 22.65%
28,085 $1.58 Million
Q4 2023

Feb 07, 2024

SELL
$47.52 - $53.44 $220,777 - $248,282
-4,646 Reduced 11.34%
36,311 $1.93 Million
Q3 2023

Nov 07, 2023

BUY
$49.13 - $53.93 $1.62 Million - $1.78 Million
33,039 Added 417.26%
40,957 $2.01 Million
Q2 2023

Aug 11, 2023

BUY
$49.55 - $52.47 $21,752 - $23,034
439 Added 5.87%
7,918 $409,000
Q1 2023

Apr 28, 2023

SELL
$49.86 - $56.95 $30,564 - $34,910
-613 Reduced 7.58%
7,479 $391,000
Q4 2022

Feb 13, 2023

BUY
$48.1 - $55.93 $6,012 - $6,991
125 Added 1.57%
8,092 $432,000
Q3 2022

Nov 01, 2022

BUY
$48.04 - $56.34 $40,209 - $47,156
837 Added 11.74%
7,967 $383,000
Q2 2022

Aug 02, 2022

SELL
$49.21 - $57.04 $92,810 - $107,577
-1,886 Reduced 20.92%
7,130 $366,000
Q1 2022

Apr 27, 2022

BUY
$52.6 - $58.44 $841 - $935
16 Added 0.18%
9,016 $501,000
Q4 2021

Jan 24, 2022

SELL
$53.05 - $58.54 $59,681 - $65,857
-1,125 Reduced 11.11%
9,000 $526,000
Q3 2021

Oct 21, 2021

SELL
$52.52 - $55.82 $8,770 - $9,321
-167 Reduced 1.62%
10,125 $537,000
Q2 2021

Jul 29, 2021

SELL
$52.66 - $54.94 $87,257 - $91,035
-1,657 Reduced 13.87%
10,292 $552,000
Q1 2021

May 13, 2021

SELL
$47.42 - $52.93 $33,004 - $36,839
-696 Reduced 5.5%
11,949 $628,000
Q4 2020

Jan 22, 2021

SELL
$41.61 - $48.12 $3.54 Million - $4.09 Million
-85,029 Reduced 87.05%
12,645 $608,000
Q3 2020

Oct 14, 2020

BUY
$40.45 - $44.44 $3.46 Million - $3.81 Million
85,655 Added 712.66%
97,674 $4.07 Million
Q2 2020

Aug 06, 2020

BUY
$37.04 - $44.83 $133,529 - $161,612
3,605 Added 42.85%
12,019 $500,000
Q1 2020

Apr 30, 2020

BUY
$33.01 - $55.48 $40,404 - $67,907
1,224 Added 17.02%
8,414 $333,000
Q4 2019

Feb 14, 2020

BUY
$51.51 - $54.17 $89,472 - $94,093
1,737 Added 31.85%
7,190 $390,000
Q3 2019

Nov 08, 2019

BUY
$50.07 - $52.71 $32,745 - $34,472
654 Added 13.63%
5,453 $286,000
Q2 2019

Aug 06, 2019

BUY
$49.61 - $52.22 $24,060 - $25,326
485 Added 11.24%
4,799 $246,000
Q1 2019

May 13, 2019

BUY
$43.53 - $49.75 $187,788 - $214,621
4,314 New
4,314 $214,000

Others Institutions Holding XMLV

About INVESCO ETF TR II S&P MIDCAP L


  • Ticker XMLV
  • Sector ETFs
  • Industry ETFs
More about XMLV
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.