Personal Wealth Partners Invesco ETF Tr Ii S&P Midcap L Transaction History

Personal Wealth Partners

$0
Q2 2022

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 20, 2021	SELL	$52.52 - $55.82 $64,074 - $68,100	-1,220 Closed	0 $0
Q2 2021 Jul 23, 2021	BUY	$52.66 - $54.94 $64,245 - $67,026	1,220 New	1,220 $65,000
Q3 2020 Nov 02, 2020	SELL	$40.45 - $44.44 $195,656 - $214,956	-4,837 Closed	0 $0
Q2 2020 Aug 06, 2020	SELL	$37.04 - $44.83 $213,350 - $258,220	-5,760 Reduced 54.36%	4,837 $200,000
Q4 2019 Jan 28, 2020	BUY	$51.51 - $54.17 $42,753 - $44,961	830 Added 8.5%	10,597 $570,000

Q3 2019 Oct 22, 2019	BUY	$50.07 - $52.71 $61,836 - $65,096	1,235 Added 14.47%	9,767 $514,000
Q2 2019 Jul 30, 2019	BUY	$49.61 - $52.22 $204,988 - $215,773	4,132 Added 93.91%	8,532 $437,000
Q1 2019 Apr 17, 2019	BUY	$43.53 - $49.75 $191,532 - $218,900	4,400 New	4,400 $219,000

Others Institutions Holding XMLV

# of Institutions

204

Shares Held

7.83M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

618K
Shares

$33.7 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

518K
Shares

$28.3 Million
0.44% of portfolio
Cambridge Investment Research Advisors, Inc.

466K
Shares

$25.4 Million
0.1% of portfolio
Lpl Financial LLC Fort Mill, SC

463K
Shares

$25.3 Million
0.01% of portfolio
Huntington National Bank Columbus, OH

370K
Shares

$20.2 Million
0.17% of portfolio

About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
Sector ETFs
Industry ETFs

More about XMLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Personal Wealth Partners with notifications on news.