Estate Counselors, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Estate Counselors, LLC

$346 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 03, 2021	SELL	$52.52 - $55.82 $320,372 - $340,502	-6,100 Closed	0 $0
Q4 2020 Feb 11, 2021	SELL	$41.61 - $48.12 $391,134 - $452,328	-9,400 Reduced 60.65%	6,100 $294,000
Q3 2020 Oct 28, 2020	BUY	$40.45 - $44.44 $216,407 - $237,754	5,350 Added 52.71%	15,500 $646,000
Q2 2020 Aug 07, 2020	BUY	$37.04 - $44.83 $3,704 - $4,483	100 Added 1.0%	10,150 $420,000
Q1 2020 Apr 28, 2020	SELL	$33.01 - $55.48 $5.67 Million - $9.53 Million	-171,800 Reduced 94.47%	10,050 $400,000
Q4 2019 Jan 31, 2020	BUY	$51.51 - $54.17 $110,746 - $116,465	2,150 Added 1.2%	181,850 $9.79 Million
Q3 2019 Oct 28, 2019	BUY	$50.07 - $52.71 $10,014 - $10,542	200 Added 0.11%	179,700 $9.45 Million
Q4 2018 Feb 04, 2019	BUY	$42.36 - $48.68 $7.6 Million - $8.74 Million	179,500 New	179,500 $7.97 Million

Others Institutions Holding XMLV

# of Institutions

200

Shares Held

7.63M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

562K
Shares

$34.1 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

518K
Shares

$31.4 Million
0.44% of portfolio
Cambridge Investment Research Advisors, Inc.

461K
Shares

$27.9 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

438K
Shares

$26.5 Million
0.01% of portfolio
Huntington National Bank Columbus, OH

386K
Shares

$23.4 Million
0.17% of portfolio

About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
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