Wealth Enhancement Advisory Services, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 14,315 shares of XMLV stock, worth $846,732. This represents 0.0% of its overall portfolio holdings.

Number of Shares

14,315

Previous 11,755 21.78%

Holding current value

$846,732

Previous $715,000 23.5%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$59.15 - $62.71 $151,424 - $160,537	2,560 Added 21.78%	14,315 $883,000
Q4 2024 Mar 17, 2025	BUY	$60.51 - $65.57 $196,233 - $212,643	3,243 Added 38.1%	11,755 $715,000
Q4 2024 Jan 10, 2025	BUY	$60.51 - $65.57 $129,551 - $140,385	2,141 Added 33.61%	8,512 $517,000
Q3 2024 Oct 23, 2024	SELL	$54.31 - $61.04 $11,296 - $12,696	-208 Reduced 3.16%	6,371 $388,000
Q2 2024 Jul 16, 2024	SELL	$53.37 - $56.94 $50,114 - $53,466	-939 Reduced 12.49%	6,579 $363,000
Q1 2024 Apr 15, 2024	BUY	$52.35 - $56.4 $7,119 - $7,670	136 Added 1.84%	7,518 $424,000
Q4 2023 Jan 30, 2024	SELL	$47.52 - $53.44 $110,769 - $124,568	-2,331 Reduced 24.0%	7,382 $392,000
Q3 2023 Nov 13, 2023	BUY	$49.13 - $53.93 $477,199 - $523,822	9,713 New	9,713 $477,000
Q2 2020 Aug 10, 2020	SELL	$37.04 - $44.83 $12.2 Million - $14.8 Million	-329,307 Closed	0 $0
Q1 2020 May 01, 2020	SELL	$33.01 - $55.48 $5.43 Million - $9.13 Million	-164,534 Reduced 33.32%	329,307 $14 Million
Q4 2019 Feb 05, 2020	SELL	$51.51 - $54.17 $131,298 - $138,079	-2,549 Reduced 0.51%	493,841 $26.6 Million
Q3 2019 Nov 06, 2019	SELL	$50.07 - $52.71 $13,869 - $14,600	-277 Reduced 0.06%	496,390 $25.9 Million
Q2 2019 Aug 02, 2019	BUY	$49.61 - $52.22 $24.6 Million - $25.9 Million	496,667 New	496,667 $25.9 Million

Others Institutions Holding XMLV

# of Institutions

219

Shares Held

7.54M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
Sector ETFs
Industry ETFs

More about XMLV

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Wealth Enhancement Advisory Services, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History