Wealthpoint, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 16, 2019	SELL	$43.53 - $49.75 $57,894 - $66,167	-1,330 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	$42.36 - $48.68 $56,338 - $64,744	1,330 New	1,330 $59,000

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

$35 Million
0.0% of portfolio
Pfs Investments Inc. Duluth, GA

518K
Shares

$32.3 Million
0.44% of portfolio
Cambridge Investment Research Advisors, Inc.

461K
Shares

$28.7 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

438K
Shares

$27.2 Million
0.01% of portfolio
Huntington National Bank Columbus, OH

386K
Shares

$24 Million
0.17% of portfolio

About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
Sector ETFs
Industry ETFs

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