True Private Wealth Advisors Invesco ETF Tr Ii S&P Midcap L Transaction History

True Private Wealth Advisors

$851 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 07, 2020	SELL	$37.04 - $44.83 $8,371 - $10,131	-226 Closed	0 $0
Q1 2020 Apr 20, 2020	SELL	$33.01 - $55.48 $1.42 Million - $2.39 Million	-43,162 Reduced 99.48%	226 $9,000
Q4 2019 Jan 27, 2020	BUY	$51.51 - $54.17 $80,098 - $84,234	1,555 Added 3.72%	43,388 $2.33 Million
Q3 2019 Oct 09, 2019	BUY	$50.07 - $52.71 $60,534 - $63,726	1,209 Added 2.98%	41,833 $2.2 Million
Q2 2019 Aug 01, 2019	BUY	$49.61 - $52.22 $245,023 - $257,914	4,939 Added 13.84%	40,624 $2.08 Million
Q1 2019 Apr 25, 2019	SELL	$43.53 - $49.75 $21,112 - $24,128	-485 Reduced 1.34%	35,685 $1.77 Million
Q4 2018 Jan 14, 2019	BUY	$42.36 - $48.68 $1.53 Million - $1.76 Million	36,170 New	36,170 $1.61 Million

Others Institutions Holding XMLV

# of Institutions

201

Shares Held

7.63M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

562K
Shares

$34.2 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

518K
Shares

$31.5 Million
0.44% of portfolio
Cambridge Investment Research Advisors, Inc.

461K
Shares

$28 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

438K
Shares

$26.6 Million
0.01% of portfolio
Huntington National Bank Columbus, OH

386K
Shares

$23.5 Million
0.17% of portfolio

About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
Sector ETFs
Industry ETFs

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