Purchases and Sales Made in Q1 2021 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 2021. 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 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
482+ 24.79% |
$22.9K - $25.5K
|
2.43K
$150K
|
|
|
Apr 26, 2021
Q1 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
326New |
$15.5K - $17.3K
|
326
$20.2K
|
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
280New |
$13.3K - $14.8K
|
280
$17.3K
|
|
|
Apr 30, 2021
Q1 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
266+ 56.48% |
$12.6K - $14.1K
|
737
$45.6K
|
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
214New |
$10.1K - $11.3K
|
214
$13.2K
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
212+ 0.37% |
$10.1K - $11.2K
|
58.3K
$3.61M
|
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
194New |
$9.2K - $10.3K
|
194
$12K
|
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
172+ 6.0% |
$8.16K - $9.1K
|
3.04K
$188K
|
|
|
Apr 28, 2021
Q1 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
150New |
$7.11K - $7.94K
|
150
$9.28K
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
BUY
|
- |
150New |
$7.11K - $7.94K
|
150
$9.28K
|
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
148+ 24.26% |
$7.02K - $7.83K
|
758
$46.9K
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
123+ 4.34% |
$5.83K - $6.51K
|
2.96K
$183K
|
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
42+ 0.48% |
$1.99K - $2.22K
|
8.84K
$547K
|
|
|
May 04, 2021
Q1 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
14+ 0.18% |
$664 - $741
|
7.61K
$470K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7+ 0.16% |
$332 - $371
|
4.37K
$270K
|
|
|
May 11, 2021
Q1 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
5+ 0.26% |
$237 - $265
|
1.93K
$119K
|
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5New |
$237 - $265
|
5
$309
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 1.27% |
$94.8 - $106
|
159
$9.84K
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$47.4 - $52.9
|
4.67K
$289K
|
|
|
Apr 30, 2021
Q1 2021
|
Single Point Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$47.4 - $52.9
|
7.34K
$454K
|
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.45% |
$47.4 - $52.9
|
222
$13.7K
|
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1+ 0.24% |
$47.4 - $52.9
|
418
$25.9K
|
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
BUY
|
- |
1+ 0.09% |
$47.4 - $52.9
|
1.14K
$70.4K
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-28- 8.62% |
$1.33K - $1.48K
|
297
$18.4K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-29Closed |
$1.38K - $1.53K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-38- 0.77% |
$1.8K - $2.01K
|
4.93K
$305K
|
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-50- 0.35% |
$2.37K - $2.65K
|
14.3K
$885K
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-65Closed |
$3.08K - $3.44K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
SELL
|
- |
-70Closed |
$3.32K - $3.71K
|
0
$0
|
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-83- 2.84% |
$3.94K - $4.39K
|
2.84K
$176K
|
|
|
Apr 12, 2021
Q1 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-109- 1.61% |
$5.17K - $5.77K
|
6.67K
$412K
|
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-125Closed |
$5.93K - $6.62K
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-139- 1.74% |
$6.59K - $7.36K
|
7.83K
$484K
|
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-141- 3.22% |
$6.69K - $7.46K
|
4.24K
$262K
|
|
|
May 17, 2021
Q1 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-196- 3.17% |
$9.29K - $10.4K
|
5.99K
$371K
|
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-219- 2.85% |
$10.4K - $11.6K
|
7.47K
$462K
|
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-219- 2.85% |
$10.4K - $11.6K
|
7.47K
$462K
|
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-225- 0.43% |
$10.7K - $11.9K
|
52.7K
$3.26M
|
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-262Closed |
$12.4K - $13.9K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-270- 3.5% |
$12.8K - $14.3K
|
7.44K
$460K
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-285Closed |
$13.5K - $15.1K
|
0
$0
|
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-320- 7.46% |
$15.2K - $16.9K
|
3.97K
$246K
|
|
|
Apr 21, 2021
Q1 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-404- 6.08% |
$19.2K - $21.4K
|
6.24K
$386K
|
|
|
Apr 16, 2021
Q1 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-454- 1.07% |
$21.5K - $24K
|
42.1K
$2.6M
|
|
|
Apr 14, 2021
Q1 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-472- 4.17% |
$22.4K - $25K
|
10.8K
$670K
|
|
|
Apr 29, 2021
Q1 2021
|
First Personal Financial Services
|
SELL
|
- |
-474- 8.72% |
$22.5K - $25.1K
|
4.96K
$307K
|
|
|
Apr 09, 2021
Q1 2021
|
Family Legacy, Inc.
|
SELL
|
- |
-593- 1.32% |
$28.1K - $31.4K
|
44.4K
$2.75M
|
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-621- 65.23% |
$29.4K - $32.9K
|
331
$20.5K
|
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-680Closed |
$32.2K - $36K
|
0
$0
|