Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
345+ 216.98% |
$18.2K - $19K
|
504
$31.4K
|
|
|
Jul 28, 2021
Q2 2021
|
Planning Directions Inc
|
BUY
|
- |
302+ 4.53% |
$15.9K - $16.6K
|
6.97K
$435K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
299+ 0.18% |
$15.7K - $16.4K
|
170K
$10.6M
|
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
278+ 37.72% |
$14.6K - $15.3K
|
1.02K
$63.3K
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
251+ 5.1% |
$13.2K - $13.8K
|
5.18K
$323K
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
200+ 1.78% |
$10.5K - $11K
|
11.4K
$713K
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
200New |
$10.5K - $11K
|
200
$12.5K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
185+ 1.72% |
$9.74K - $10.2K
|
10.9K
$681K
|
|
|
Aug 10, 2021
Q2 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
183+ 3.15% |
$9.64K - $10.1K
|
5.99K
$374K
|
|
|
Aug 12, 2021
Q2 2021
|
Clarus Group, Inc.
|
BUY
|
- |
156+ 3.75% |
$8.21K - $8.57K
|
4.32K
$269K
|
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
143+ 1.27% |
$7.53K - $7.86K
|
11.4K
$714K
|
|
|
Jul 29, 2021
Q2 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
138+ 51.69% |
$7.27K - $7.58K
|
405
$25.3K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
111New |
$5.85K - $6.1K
|
111
$6.92K
|
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
102+ 8.96% |
$5.37K - $5.6K
|
1.24K
$77.4K
|
|
|
Jul 23, 2021
Q2 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
100+ 2.29% |
$5.27K - $5.49K
|
4.47K
$279K
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
87+ 11.48% |
$4.58K - $4.78K
|
845
$52.7K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
75+ 25.25% |
$3.95K - $4.12K
|
372
$23.2K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
24+ 0.27% |
$1.26K - $1.32K
|
8.86K
$553K
|
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
21New |
$1.11K - $1.15K
|
21
$1.31K
|
|
|
Jul 28, 2021
Q2 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
20+ 0.26% |
$1.05K - $1.1K
|
7.63K
$476K
|
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7+ 0.09% |
$369 - $385
|
7.59K
$473K
|
|
|
Jul 28, 2021
Q2 2021
|
Single Point Partners, LLC
|
BUY
|
- |
2+ 0.03% |
$105 - $110
|
7.34K
$458K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2+ 0.48% |
$105 - $110
|
420
$26.2K
|
|
|
Aug 16, 2021
Q2 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 0.02% |
$105 - $110
|
11.2K
$698K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16- 0.25% |
$843 - $879
|
6.51K
$406K
|
|
|
Mar 14, 2023
Q2 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-40- 0.54% |
$2.11K - $2.2K
|
7.43K
$464K
|
|
|
Aug 11, 2021
Q2 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-40- 0.54% |
$2.11K - $2.2K
|
7.43K
$464K
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-47- 0.54% |
$2.48K - $2.58K
|
8.69K
$542K
|
|
|
Jul 23, 2021
Q2 2021
|
True Wealth Advisors, LLC
|
SELL
|
- |
-47- 0.33% |
$2.48K - $2.58K
|
14.1K
$879K
|
|
|
Jul 22, 2021
Q2 2021
|
Ridgewood Investments LLC
|
SELL
|
- |
-54- 1.31% |
$2.84K - $2.97K
|
4.06K
$253K
|
|
|
Aug 13, 2021
Q2 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-57- 0.53% |
$3K - $3.13K
|
10.6K
$662K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-75Closed |
$3.95K - $4.12K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
SELL
|
- |
-98- 2.37% |
$5.16K - $5.38K
|
4.04K
$252K
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-109- 4.49% |
$5.74K - $5.99K
|
2.32K
$145K
|
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-113- 50.67% |
$5.95K - $6.21K
|
110
$6.86K
|
|
|
Aug 12, 2021
Q2 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-132- 2.01% |
$6.95K - $7.25K
|
6.43K
$401K
|
|
|
Jul 19, 2021
Q2 2021
|
Tsfg, LLC
|
SELL
|
- |
-150Closed |
$7.9K - $8.24K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-150- 3.19% |
$7.9K - $8.24K
|
4.55K
$284K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-167- 2.26% |
$8.79K - $9.17K
|
7.24K
$451K
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-179- 3.99% |
$9.43K - $9.83K
|
4.31K
$269K
|
|
|
Aug 11, 2021
Q2 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-214Closed |
$11.3K - $11.8K
|
0
$0
|
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-225- 0.38% |
$11.8K - $12.4K
|
59.6K
$3.72M
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-261- 3.6% |
$13.7K - $14.3K
|
7K
$436K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
SELL
|
- |
-280Closed |
$14.7K - $15.4K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-281- 84.89% |
$14.8K - $15.4K
|
50
$3.12K
|
|
|
Aug 10, 2021
Q2 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-318- 7.73% |
$16.7K - $17.5K
|
3.8K
$237K
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-321- 0.15% |
$16.9K - $17.6K
|
218K
$13.6M
|
|
|
Aug 04, 2021
Q2 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-323- 2.74% |
$17K - $17.7K
|
11.4K
$714K
|
|
|
Jul 26, 2021
Q2 2021
|
Atwood & Palmer Inc
|
SELL
|
- |
-326Closed |
$17.2K - $17.9K
|
0
$0
|