Purchases and Sales Made in Q4 2022 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 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-14- 0.1% |
$673 - $783
|
13.7K
$844K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-18- 0.7% |
$866 - $1.01K
|
2.56K
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21- 0.8% |
$1.01K - $1.17K
|
2.61K
$161K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-25- 0.37% |
$1.2K - $1.4K
|
6.67K
$412K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-26- 3.25% |
$1.25K - $1.45K
|
774
$47.9K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54- 0.56% |
$2.6K - $3.02K
|
9.56K
$591K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54- 0.56% |
$2.6K - $3.02K
|
9.56K
$591K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-62- 0.28% |
$2.98K - $3.47K
|
22K
$1.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-85- 2.58% |
$4.09K - $4.75K
|
3.21K
$198K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-91- 1.89% |
$4.38K - $5.09K
|
4.73K
$292K
|
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-97- 0.21% |
$4.67K - $5.43K
|
45.1K
$2.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-103- 1.11% |
$4.95K - $5.76K
|
9.18K
$568K
|
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
SELL
|
- |
-113- 0.46% |
$5.44K - $6.32K
|
24.6K
$1.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-115- 1.63% |
$5.53K - $6.43K
|
6.94K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-150- 2.69% |
$7.22K - $8.39K
|
5.42K
$335K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
SELL
|
- |
-153- 0.34% |
$7.36K - $8.56K
|
45.4K
$2.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-214- 2.14% |
$10.3K - $12K
|
9.79K
$606K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-253- 1.04% |
$12.2K - $14.2K
|
24.2K
$1.49M
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-309- 6.28% |
$14.9K - $17.3K
|
4.61K
$285K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-346- 3.86% |
$16.6K - $19.4K
|
8.63K
$534K
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-411- 0.62% |
$19.8K - $23K
|
65.6K
$4.05M
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-417- 3.26% |
$20.1K - $23.3K
|
12.4K
$766K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-450- 46.15% |
$21.6K - $25.2K
|
525
$32.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-498- 10.46% |
$24K - $27.9K
|
4.26K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-500- 7.06% |
$24.1K - $28K
|
6.59K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-510- 4.41% |
$24.5K - $28.5K
|
11.1K
$684K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-519- 1.19% |
$25K - $29K
|
43.2K
$2.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-573- 6.53% |
$27.6K - $32K
|
8.2K
$507K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-591- 7.77% |
$28.4K - $33.1K
|
7.02K
$434K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-630- 9.75% |
$30.3K - $35.2K
|
5.83K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-672- 10.34% |
$32.3K - $37.6K
|
5.83K
$360K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
SELL
|
- |
-714- 3.23% |
$34.3K - $39.9K
|
21.4K
$1.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-740- 13.24% |
$35.6K - $41.4K
|
4.85K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-744- 1.35% |
$35.8K - $41.6K
|
54.5K
$3.37M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-754- 41.87% |
$36.3K - $42.2K
|
1.05K
$64.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-850- 3.13% |
$40.9K - $47.5K
|
26.3K
$1.63M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-890- 15.85% |
$42.8K - $49.8K
|
4.73K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-935- 97.09% |
$45K - $52.3K
|
28
$1.73K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-981- 9.41% |
$47.2K - $54.9K
|
9.45K
$584K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 12.36% |
$51.7K - $60.1K
|
7.61K
$471K
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-1.65K- 11.26% |
$79.4K - $92.3K
|
13K
$805K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.66K- 1.48% |
$80K - $93K
|
111K
$6.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.68K- 16.79% |
$80.6K - $93.7K
|
8.3K
$514K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.83K- 50.14% |
$87.8K - $102K
|
1.82K
$112K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.06K- 0.57% |
$99.2K - $115K
|
360K
$22.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-2.19K- 9.05% |
$105K - $122K
|
22K
$1.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-2.45K- 9.19% |
$118K - $137K
|
24.2K
$1.5M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.96K- 15.03% |
$142K - $165K
|
16.7K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-3.02K- 6.25% |
$145K - $169K
|
45.3K
$2.8M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.02K- 0.63% |
$145K - $169K
|
477K
$29.5M
|