Purchases and Sales Made in Q4 2022 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 Q4 2022. 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
Jan 12, 2023 Q4 2022
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
1.16K
New
$55.6K - $64.7K
1.16K $71.7K
Feb 10, 2023 Q4 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.1K
+ 3.79%
$52.9K - $61.5K
30.1K $1.87M
Jun 28, 2024 Q4 2022
Brown, Lisle/Cummings, Inc.

Providence, RI
BUY
 -
1.05K
+ 130.93%
$50.7K - $59K
1.86K $115K
Feb 13, 2023 Q4 2022
Wbi Investments, Inc.

BUY
 -
936
+ 6.36%
$45K - $52.4K
15.7K $971K
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
872
+ 15.68%
$41.9K - $48.8K
6.43K $399K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
829
+ 1.73%
$39.9K - $46.4K
48.7K $3.02M
Jan 12, 2023 Q4 2022
Strateg Iq Financial Group, LLC

BUY
 -
826
+ 10.47%
$39.7K - $46.2K
8.72K $541K
Jan 17, 2023 Q4 2022
Well Done, LLC

BUY
 -
652
+ 0.56%
$31.4K - $36.5K
116K $7.22M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
621
New
$29.9K - $34.7K
621 $38.5K
Feb 06, 2023 Q4 2022
Lmcg Investments, LLC

Boston, MA
BUY
 -
590
+ 11.39%
$28.4K - $33K
5.77K $358K
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
524
+ 8.75%
$25.2K - $29.3K
6.51K $404K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
421
+ 1.26%
$20.3K - $23.5K
33.8K $2.1M
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
380
+ 3.76%
$18.3K - $21.3K
10.5K $651K
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
365
+ 0.84%
$17.6K - $20.4K
43.8K $2.72M
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
353
New
$17K - $19.7K
353 $21.9K
Feb 14, 2023 Q4 2022
Win Advisors, Inc

BUY
 -
349
+ 2.5%
$16.8K - $19.5K
14.3K $886K
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
342
New
$16.5K - $19.1K
342 $21.2K
Feb 10, 2023 Q4 2022
South State Corp

BUY
 -
333
New
$16K - $18.6K
333 $20.6K
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
323
+ 29.91%
$15.5K - $18.1K
1.4K $87K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
247
+ 28.33%
$11.9K - $13.8K
1.12K $69.4K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
216
New
$10.4K - $12.1K
216 $13.4K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
193
New
$9.28K - $10.8K
193 $12K
Jan 05, 2023 Q4 2022
Future Financial Wealth Managment LLC

BUY
 -
157
+ 0.56%
$7.55K - $8.78K
28K $1.73M
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
150
New
$7.22K - $8.39K
150 $9.3K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
150
New
$7.22K - $8.39K
150 $9.3K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
150
New
$7.22K - $8.39K
150 $9.3K
Jan 11, 2023 Q4 2022
Sound Income Strategies, LLC

BUY
 -
145
+ 133.03%
$6.97K - $8.11K
254 $15.7K
Feb 14, 2023 Q4 2022
Advanced Asset Management Advisors Inc

Dublin, OH
BUY
 -
137
New
$6.59K - $7.66K
137 $8.49K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
130
New
$6.25K - $7.27K
130 $8.06K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
125
+ 1.57%
$6.01K - $6.99K
8.09K $502K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
121
New
$5.82K - $6.77K
121 $7.5K
Feb 14, 2023 Q4 2022
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
100
+ 1.16%
$4.81K - $5.59K
8.74K $542K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
78
New
$3.75K - $4.36K
78 $4.84K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
68
+ 0.1%
$3.27K - $3.8K
67.2K $4.17M
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
60
New
$2.89K - $3.36K
60 $3.72K
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
58
New
$2.79K - $3.24K
58 $3.6K
Feb 08, 2023 Q4 2022
Planning Directions Inc

BUY
 -
20
+ 0.41%
$962 - $1.12K
4.91K $305K
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
18
New
$866 - $1.01K
18 $1.12K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
16
+ 0.18%
$770 - $895
9.1K $564K
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
11
+ 0.17%
$529 - $615
6.34K $393K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
7
New
$337 - $392
7 $434
Jan 19, 2023 Q4 2022
Tsfg, LLC

BUY
 -
5
+ 0.33%
$241 - $280
1.52K $94.3K
Jan 26, 2023 Q4 2022
Accel Wealth Management

BUY
 -
3
+ 0.06%
$144 - $168
4.94K $307K
Feb 14, 2023 Q4 2022
Redwood Financial Network Corp

BUY
 -
2
+ 0.04%
$96.2 - $112
4.64K $288K
Feb 14, 2023 Q4 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
2
+ 0.47%
$96.2 - $112
432 $26.8K
Feb 07, 2023 Q4 2022
Cutler Group LP

BUY
 -
1
New
$48.1 - $55.9
1 $62
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 03, 2023 Q4 2022
D.A. Davidson & Co.

SELL
 -
-6
- 0.09%
$289 - $336
6.98K $433K
Feb 06, 2023 Q4 2022
Princeton Global Asset Management LLC

SELL
 -
-10
- 0.09%
$481 - $559
11.7K $724K

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