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 | 
|---|---|---|---|---|---|---|---|
| 
               
                  May 10, 2023
                  Q1 2023
                 
               |   
            
              
   
      Lpl Financial LLC
       
           
            Fort Mill, SC  | 
            
               SELL                   
             | 
            - | 
              -48.7K- 6.52% | 
            
                                   
                  $2.43M - $2.77M
                 
             |    
            
                                 
                699K
                $43.6M
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Ameriprise Financial Inc
       
           
            Minneapolis, MN  | 
            
               SELL                   
             | 
            - | 
              -54K- 12.52% | 
            
                                   
                  $2.69M - $3.08M
                 
             |    
            
                                 
                377K
                $23.5M
                
             |               
            |
| 
               
                  May 12, 2023
                  Q1 2023
                 
               |   
            
              
   
      Bank Of America Corp 
       
           
            Charlotte, NC  | 
            
               SELL                   
             | 
            - | 
              -66.2K- 21.76% | 
            
                                   
                  $3.3M - $3.77M
                 
             |    
            
                                 
                238K
                $14.8M
                
             |               
            |
| 
               
                  Apr 18, 2023
                  Q1 2023
                 
               |   
            
              
   
      Ifp Advisors, Inc
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -69.5K- 96.73% | 
            
                                   
                  $3.46M - $3.96M
                 
             |    
            
                                 
                2.35K
                $147K
                
             |               
            |
| 
               
                  Apr 21, 2023
                  Q1 2023
                 
               |   
            
              
   
      Janiczek Wealth Management, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -80.3K- 93.35% | 
            
                                   
                  $4M - $4.57M
                 
             |    
            
                                 
                5.72K
                $357K
                
             |               
            |
| 
               
                  May 11, 2023
                  Q1 2023
                 
               |   
            
              
   
      Commonwealth Equity Services, LLC
      
   
           
             | 
            
               SELL                   
             | 
            - | 
              -83.7K- 15.2% | 
            
                                   
                  $4.18M - $4.77M
                 
             |    
            
                                 
                467K
                $29.1M
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Capital Planning Advisors, LLC
       
           
            Sacramento, CA  | 
            
               SELL                   
             | 
            - | 
              -412K- 97.82% | 
            
                                   
                  $20.5M - $23.5M
                 
             |    
            
                                 
                9.17K
                $572K
                
             |               
            |
| 
               
                  May 15, 2023
                  Q1 2023
                 
               |   
            
              
   
      Pfs Investments Inc.
       
           
            Duluth, GA  | 
            
               SELL                   
             | 
            - | 
              -537K- 51.99% | 
            
                                   
                  $26.8M - $30.6M
                 
             |    
            
                                 
                496K
                $31M
                
             |