Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii S&P Midcap L (XMLV)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-282- 3.44% |
$14.1K - $16.1K
|
7.92K
$483K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-306- 16.86% |
$15.3K - $17.4K
|
1.51K
$92.1K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-338- 3.71% |
$16.9K - $19.2K
|
8.76K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-356- 2.69% |
$17.8K - $20.3K
|
12.9K
$786K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-465- 18.14% |
$23.2K - $26.5K
|
2.1K
$128K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-533- 37.99% |
$26.6K - $30.4K
|
870
$53.1K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-540- 4.47% |
$26.9K - $30.8K
|
11.6K
$705K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-613- 7.58% |
$30.6K - $34.9K
|
7.48K
$456K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-651- 24.96% |
$32.5K - $37.1K
|
1.96K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-669- 11.48% |
$33.4K - $38.1K
|
5.16K
$315K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-743- 6.8% |
$37K - $42.3K
|
10.2K
$621K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-984- 12.93% |
$49.1K - $56K
|
6.63K
$404K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-986- 8.24% |
$49.2K - $56.2K
|
11K
$670K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1K- 94.72% |
$50.1K - $57.2K
|
56
$3.42K
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-1.06K- 8.15% |
$52.9K - $60.4K
|
12K
$729K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.12K- 34.58% |
$56K - $64K
|
2.13K
$130K
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.36K- 6.2% |
$67.9K - $77.5K
|
20.6K
$1.26M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.37K- 28.22% |
$68.3K - $78K
|
3.48K
$212K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.37K- 29.05% |
$68.5K - $78.2K
|
3.35K
$205K
|
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.43K- 7.72% |
$71.2K - $81.3K
|
17.1K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.59K- 1.97% |
$79.4K - $90.7K
|
79.4K
$4.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.69K- 13.65% |
$84.3K - $96.2K
|
10.7K
$652K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.69K- 12.41% |
$84.5K - $96.5K
|
12K
$730K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.8K- 9.67% |
$89.6K - $102K
|
16.8K
$1.02M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2K- 16.94% |
$99.8K - $114K
|
9.81K
$599K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.11K- 31.71% |
$105K - $120K
|
4.55K
$278K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.28K- 20.35% |
$114K - $130K
|
8.93K
$545K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-2.3K- 5.06% |
$115K - $131K
|
43.1K
$2.63M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.52K- 10.4% |
$125K - $143K
|
21.7K
$1.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-2.56K- 2.2% |
$128K - $146K
|
114K
$6.95M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.36K- 9.93% |
$168K - $191K
|
30.5K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.5K- 7.73% |
$174K - $199K
|
41.8K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.51K- 3.19% |
$175K - $200K
|
106K
$6.49M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-4.59K- 25.62% |
$229K - $261K
|
13.3K
$813K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.84K- 20.03% |
$241K - $276K
|
19.3K
$1.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 2.59% |
$274K - $313K
|
207K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.77K- 1.6% |
$288K - $329K
|
354K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.3K- 6.6% |
$364K - $416K
|
103K
$6.31M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-10.5K- 32.37% |
$522K - $597K
|
21.9K
$1.34M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.7K- 4.99% |
$633K - $724K
|
242K
$14.7M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-12.8K- 99.6% |
$639K - $730K
|
52
$3.17K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.3K- 35.38% |
$762K - $871K
|
27.9K
$1.7M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-16.8K- 76.05% |
$836K - $955K
|
5.28K
$322K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-17.3K- 23.04% |
$863K - $985K
|
57.8K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.2K- 22.19% |
$959K - $1.1M
|
67.5K
$4.12M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.1K- 3.79% |
$1.05M - $1.2M
|
534K
$32.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-27.5K- 5.0% |
$1.37M - $1.57M
|
524K
$31.9M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.6K- 18.45% |
$1.48M - $1.69M
|
131K
$7.98M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-35.1KClosed |
$1.75M - $2M
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-48.4K- 81.69% |
$2.41M - $2.76M
|
10.9K
$662K
|