Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii S&P Midcap L (XMLV)

XMLV Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Midcap L (XMLV) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P MIDCAP L.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
372
+ 15.66%
$18.5K - $21.2K
2.75K $171K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
369
New
$18.4K - $21K
369 $23K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
320
+ 4.58%
$16K - $18.2K
7.3K $456K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
259
+ 2.53%
$12.9K - $14.8K
10.5K $655K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
252
+ 0.84%
$12.6K - $14.4K
30.4K $1.9M
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
235
+ 2.01%
$11.7K - $13.4K
11.9K $744K
May 11, 2023 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
187
+ 1.96%
$9.32K - $10.6K
9.75K $608K
May 14, 2024 Q1 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
187
+ 1.96%
$9.32K - $10.6K
9.75K $608K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
144
+ 12.87%
$7.18K - $8.2K
1.26K $78.8K
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
141
New
$7.03K - $8.03K
141 $8.8K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
121
+ 1.2%
$6.03K - $6.89K
10.2K $639K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
104
New
$5.19K - $5.92K
104 $6.49K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
91
New
$4.54K - $5.18K
91 $5.68K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
70
New
$3.49K - $3.99K
70 $4.37K
May 11, 2023 Q1 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
60
+ 0.66%
$2.99K - $3.42K
9.1K $568K
Apr 11, 2023 Q1 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
58
+ 0.07%
$2.89K - $3.3K
78.9K $4.92M
Jan 02, 2024 Q1 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
56
New
$2.79K - $3.19K
56 $3.49K
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
43
+ 0.61%
$2.14K - $2.45K
7.06K $441K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
34
New
$1.7K - $1.94K
34 $2.12K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
34
+ 0.36%
$1.7K - $1.94K
9.48K $592K
May 11, 2023 Q1 2023
Planning Directions Inc

BUY
 -
33
+ 0.67%
$1.65K - $1.88K
4.95K $309K
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
29
+ 0.59%
$1.45K - $1.65K
4.96K $309K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
18
+ 0.28%
$897 - $1.03K
6.36K $397K
Apr 21, 2023 Q1 2023
Moneywise, Inc.

BUY
 -
15
+ 0.07%
$748 - $854
21.4K $1.34M
Apr 21, 2023 Q1 2023
Tsfg, LLC

BUY
 -
10
+ 0.66%
$499 - $570
1.53K $95.5K
May 11, 2023 Q1 2023
Destiny Capital Corp/Co

Golden, CO
BUY
 -
8
+ 0.04%
$399 - $456
19.4K $1.21M
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
3
+ 0.69%
$150 - $171
435 $27.1K
May 15, 2023 Q1 2023
Petix & Botte CO

BUY
 -
2
+ 0.03%
$99.7 - $114
6.76K $422K
Apr 18, 2023 Q1 2023
Macroview Investment Management LLC

BUY
 -
2
+ 0.88%
$99.7 - $114
230 $14.4K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
2
New
$99.7 - $114
2 $125
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 20, 2023 Q1 2023
Provident Wealth Management, LLC

SELL
 -
-1
- 33.33%
$49.9 - $57
2 $125
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-30
- 0.94%
$1.5K - $1.71K
3.18K $198K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

SELL
 -
-37
- 0.55%
$1.84K - $2.11K
6.64K $414K
May 10, 2023 Q1 2023
Redwood Financial Network Corp

SELL
 -
-48
- 1.03%
$2.39K - $2.73K
4.59K $287K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-77
- 0.93%
$3.84K - $4.39K
8.23K $513K
Apr 20, 2023 Q1 2023
Pfg Advisors

SELL
 -
-99
- 1.16%
$4.94K - $5.64K
8.42K $525K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

SELL
 -
-105
- 41.34%
$5.24K - $5.98K
149 $9.3K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

SELL
 -
-143
- 2.45%
$7.13K - $8.14K
5.69K $355K
May 15, 2023 Q1 2023
Liberty One Investment Management, LLC

SELL
 -
-144
- 0.32%
$7.18K - $8.2K
45K $2.81M
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-150
Closed
$7.48K - $8.54K
0 $0
May 08, 2023 Q1 2023
Fine Mark National Bank & Trust

Fort Myers, FL
SELL
 -
-150
- 0.23%
$7.48K - $8.54K
65.4K $4.08M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

SELL
 -
-208
- 3.23%
$10.4K - $11.8K
6.23K $389K
Apr 17, 2023 Q1 2023
Gradient Investments LLC

SELL
 -
-211
- 97.69%
$10.5K - $12K
5 $312
May 11, 2023 Q1 2023
Avant Capital LLC

Lafayette, LA
SELL
 -
-219
- 1.98%
$10.9K - $12.5K
10.8K $677K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-233
- 1.1%
$11.6K - $13.3K
20.9K $1.31M
Apr 20, 2023 Q1 2023
Lvz, Inc.

SELL
 -
-251
- 5.98%
$12.5K - $14.3K
3.95K $246K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-259
- 2.47%
$12.9K - $14.8K
10.2K $639K
May 08, 2023 Q1 2023
Tempus Wealth Planning, LLC

SELL
 -
-264
- 6.2%
$13.2K - $15K
4K $249K

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