V Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 27, 2022	SELL	$62.01 - $75.76 $508,233 - $620,928	-8,196 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$70.84 - $81.3 $6,517 - $7,479	-92 Reduced 1.11%	8,196 $620,000
Q4 2021 Feb 17, 2022	SELL	$75.85 - $83.73 $75,394 - $83,227	-994 Reduced 10.71%	8,288 $665,000
Q3 2021 Oct 21, 2021	SELL	$73.33 - $79.76 $45,244 - $49,211	-617 Reduced 6.23%	9,282 $706,000
Q2 2021 Jul 27, 2021	SELL	$74.16 - $80.53 $964 - $1,046	-13 Reduced 0.13%	9,899 $766,000
Q1 2021 Apr 20, 2021	SELL	$66.41 - $77.99 $500,200 - $587,420	-7,532 Reduced 43.18%	9,912 $755,000
Q4 2020 Jan 25, 2021	BUY	$54.94 - $67.44 $958,373 - $1.18 Million	17,444 New	17,444 $1.17 Million

Others Institutions Holding XMHQ

# of Institutions

404

Shares Held

44.3M

Call Options Held

4.2K

Put Options Held

100

Lpl Financial LLC Fort Mill, SC

5.34M
Shares

$499 Million
0.22% of portfolio
Morgan Stanley New York, NY

2.18M
Shares

$204 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

2.01M
Shares

$188 Million
0.17% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.89M
Shares

$177 Million
0.05% of portfolio
Stifel Financial Corp St. Louis, MO

1.8M
Shares

$168 Million
0.19% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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