Wj Wealth Management, LLC Invesco ETF Tr Ii S&P Midcap L Transaction History

Wj Wealth Management, LLC

$268 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 21, 2020	SELL	$33.01 - $55.48 $243,184 - $408,721	-7,367 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$51.51 - $54.17 $379,474 - $399,070	7,367 New	7,367 $396,000

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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