Kingsview Wealth Management, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

A detailed history of Kingsview Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 6,146 shares of XMLV stock, worth $380,130. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,146

Previous 6,150 0.07%

Holding current value

$380,130

Previous $374,000 1.34%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$59.15 - $62.71 $236 - $250	-4 Reduced 0.07%	6,146 $379,000
Q4 2024 Jan 28, 2025	BUY	$60.51 - $65.57 $7,321 - $7,933	121 Added 2.01%	6,150 $374,000
Q3 2024 Nov 12, 2024	SELL	$54.31 - $61.04 $10,644 - $11,963	-196 Reduced 3.15%	6,029 $368,000
Q2 2024 Aug 14, 2024	SELL	$53.37 - $56.94 $10,407 - $11,103	-195 Reduced 3.04%	6,225 $343,000
Q1 2024 May 09, 2024	SELL	$52.35 - $56.4 $37,639 - $40,551	-719 Reduced 10.07%	6,420 $362,000
Q4 2023 Feb 08, 2024	SELL	$47.52 - $53.44 $70,234 - $78,984	-1,478 Reduced 17.15%	7,139 $379,000
Q3 2023 Nov 07, 2023	BUY	$49.13 - $53.93 $63,082 - $69,246	1,284 Added 17.51%	8,617 $423,000
Q2 2023 Aug 10, 2023	BUY	$49.55 - $52.47 $94,690 - $100,270	1,911 Added 35.25%	7,333 $379,000
Q4 2022 Feb 13, 2023	SELL	$48.1 - $55.93 $7,215 - $8,389	-150 Reduced 2.69%	5,422 $290,000
Q2 2022 Aug 16, 2022	SELL	$49.21 - $57.04 $126,469 - $146,592	-2,570 Reduced 31.56%	5,572 $286,000
Q1 2022 Feb 08, 2024	BUY	$52.6 - $58.44 $14,885 - $16,538	283 Added 3.96%	7,422 $414,000
Q4 2021 Feb 17, 2022	SELL	$53.05 - $58.54 $131,033 - $144,593	-2,470 Reduced 23.28%	8,142 $476,000
Q3 2021 Dec 03, 2021	SELL	$52.52 - $55.82 $15,756 - $16,746	-300 Reduced 2.75%	10,612 $557,000
Q2 2021 Aug 17, 2021	BUY	$52.66 - $54.94 $9,742 - $10,163	185 Added 1.72%	10,912 $587,000
Q1 2021 May 24, 2021	SELL	$47.42 - $52.93 $69,185 - $77,224	-1,459 Reduced 11.97%	10,727 $570,000
Q4 2020 Feb 16, 2021	SELL	$41.61 - $48.12 $40,819 - $47,205	-981 Reduced 7.45%	12,186 $586,000
Q3 2020 Nov 19, 2020	BUY	$40.45 - $44.44 $161,395 - $177,315	3,990 Added 43.48%	13,167 $549,000
Q2 2020 Aug 14, 2020	SELL	$37.04 - $44.83 $101,600 - $122,968	-2,743 Reduced 23.01%	9,177 $380,000
Q1 2020 May 11, 2020	BUY	$33.01 - $55.48 $96,620 - $162,389	2,927 Added 32.55%	11,920 $475,000
Q4 2019 Jan 31, 2020	BUY	$51.51 - $54.17 $463,229 - $487,150	8,993 New	8,993 $484,000

Others Institutions Holding XMLV

# of Institutions

214

Shares Held

7.67M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
Sector ETFs
Industry ETFs

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Kingsview Wealth Management, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History